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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,300 |
EVERHART ADVISORS3 years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $16,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,827 | $81,460-53.6% | $103,333-63.4% | $80,856-53.2% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 11.41% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,533 | $3,105-50.6% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $6,694 | $3,869+73.0% | $5,057+32.4% | $4,296+55.8% |
| Admin fee / account holder | $297 | $6,566-95.5% | $8,355-96.4% | $6,918-95.7% |