See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,470 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $7,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,554 | $73,867-80.3% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 77.3% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -12.17% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,919 | $3,184-39.7% | $4,951-61.2% | $2,596-26.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $206 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |