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 |
|---|---|---|
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $22,082 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,933 | $102,382-16.1% | $147,005-41.5% | $80,874+6.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.68% | 134.89%-114.2pp | 418.76%-398.1pp | 35.62%-14.9pp |
| Employer contribution / active EE | $4,116 | $3,715+10.8% | $4,934-16.6% | $2,756+49.4% |
| Participant deferral / active EE | $7,492 | $6,646+12.7% | $8,070-7.2% | $4,297+74.4% |
| Admin fee / account holder | $208 | $7,942-97.4% | $13,006-98.4% | $6,935-97.0% |