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) | $30,450 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,465 | $100,923-3.4% | $150,045-35.0% | $74,304+31.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.39% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $4,095 | $3,463+18.2% | $4,693-12.7% | $2,241+82.7% |
| Participant deferral / active EE | $7,956 | $6,709+18.6% | $7,997-0.5% | $3,767+111.2% |
| Admin fee / account holder | $216 | $2,767-92.2% | $13,435-98.4% | $2,969-92.7% |