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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
HPM PARTNERS3 years Filed as: HPM PARTNERS LLC Service code 27 PO BOX 78000 · DETROIT, MI 48178 | Advisory (Plan) | $0 |
NOBLE-DAVIS CONSULTING, INC.9+ years Filed as: NOBLE DAVIS CONSULTING Service code 17 6190 COCHRAN RD · SOLON, OH 44139 | Pension Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,404 | $76,050+113.5% | $96,544+68.2% | $71,457+127.3% |
| Participation rate | 96.2% | 74.4%+21.8pp | 76.0%+20.3pp | 67.9%+28.3pp |
| Annual return | 18.53% | 22.81%-4.3pp | 25.84%-7.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $16,560 | $2,244+637.9% | $2,965+458.5% | $2,588+540.0% |
| Participant deferral / active EE | $3,385 | $4,215-19.7% | $4,851-30.2% | $4,289-21.1% |
| Admin fee / account holder | $220 | $2,707-91.9% | $8,252-97.3% | $1,587-86.1% |