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 | $48,761 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST LLC Service code 15 · EIN 84-2028419 | Recordkeeping | $42,679 |
Filed as: PRIME CAPITAL INV ADVISORS, LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,310 | $106,236-74.3% | $112,228-75.7% | $64,808-57.9% |
| Participation rate | 87.6% | 71.7%+15.9pp | 75.1%+12.5pp | 71.5%+16.1pp |
| Annual return | -15.78% | -6.02%-9.8pp | 27.45%-43.2pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,237 | $3,166-29.4% | $3,635-38.5% | $2,506-10.7% |
| Participant deferral / active EE | $3,787 | $3,7850% | $4,728-19.9% | $4,310-12.1% |
| Admin fee / account holder | $217 | $452-52.0% | $6,410-96.6% | $188+15.4% |