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 | $40,990 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $4,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,429 | $100,923-53.0% | $150,045-68.4% | $74,304-36.2% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.3%-8.8pp | 60.3%+13.2pp |
| Annual return | 24.08% | 51.77%-27.7pp | 62.55%-38.5pp | 29.43%-5.3pp |
| Employer contribution / active EE | $3,187 | $3,463-8.0% | $4,693-32.1% | $2,241+42.2% |
| Participant deferral / active EE | $7,378 | $6,709+10.0% | $7,997-7.7% | $3,767+95.8% |
| Admin fee / account holder | $191 | $2,767-93.1% | $13,435-98.6% | $2,969-93.6% |