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 |
|---|---|---|
Filed as: VON BERGE WEALTH MANAGMENT Service code 26 · EIN 82-5528197 | Advisory (Participants) | $42,709 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASENCUS Service code 12 200 DRYDEN ROAD · DRESHER, PA 19025 | Claims processing; Participant loan p... | $28,076 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $494 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,602 | $66,457-54.0% | $81,438-62.4% | $77,671-60.6% |
| Participation rate | 84.1% | 68.7%+15.4pp | 69.5%+14.6pp | 70.6%+13.5pp |
| Annual return | 18.59% | 15.93%+2.7pp | 24.74%-6.2pp | 31.21%-12.6pp |
| Employer contribution / active EE | $679 | $2,159-68.6% | $2,460-72.4% | $2,726-75.1% |
| Participant deferral / active EE | $4,454 | $3,679+21.1% | $3,883+14.7% | $4,648-4.2% |
| Admin fee / account holder | $268 | $583-53.9% | $5,764-95.3% | $430-37.6% |