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 |
|---|---|---|
STANDARD FINANCIAL GROUP1 year Service code 12 · EIN 93-0242990 | Claims processing; Custodial (other t... | $16,649 |
Filed as: WORLD INVESTMENT ADVISORS Service code 26 · EIN 61-1758632 | Advisory (Participants) | $16,460 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,244 | $80,724-44.0% | $103,333-56.2% | $74,495-39.3% |
| Participation rate | 97.8% | 65.7%+32.1pp | 74.5%+23.3pp | 67.2%+30.6pp |
| Annual return | 81.08% | 27.56%+53.5pp | 24.88%+56.2pp | 1364.94%-1283.9pp |
| Employer contribution / active EE | $3,183 | $3,157+0.8% | $3,868-17.7% | $2,623+21.3% |
| Participant deferral / active EE | $4,294 | $3,860+11.2% | $5,057-15.1% | $4,346-1.2% |
| Admin fee / account holder | $95 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |