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 |
|---|---|---|
Service code 30 · EIN 33-0038141 | Employee (plan) | $5,053 |
RBTK, LLP1 year Service code 10 · EIN 33-0567239 | Accounting | $5,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $4,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,792 | $72,277-61.5% | $101,248-72.6% | $79,858-65.2% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 32.89% | 22.30%+10.6pp | 46.47%-13.6pp | 31.71%+1.2pp |
| Employer contribution / active EE | $2,105 | $2,692-21.8% | $3,660-42.5% | $2,471-14.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $165 | $4,400-96.2% | $5,945-97.2% | $5,306-96.9% |