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 8-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $43,523 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST LLC Service code 15 · EIN 84-2028419 | Recordkeeping | $42,003 |
Filed as: PRIME CAPITAL INV ADVISORS, LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,222 | $78,275-60.1% | $109,143-71.4% | $86,799-64.0% |
| Participation rate | 80.9% | 73.8%+7.0pp | 75.9%+5.0pp | 72.3%+8.6pp |
| Annual return | 13.79% | 19.14%-5.4pp | 25.75%-12.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,083 | $3,105-65.1% | $3,722-70.9% | $2,405-55.0% |
| Participant deferral / active EE | $3,835 | $3,641+5.3% | $4,653-17.6% | $4,131-7.2% |
| Admin fee / account holder | $209 | $198+5.2% | $6,752-96.9% | $170+23.1% |