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 9-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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,910 |
EVERHART ADVISORS1 year Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $9,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,219 | $51,466-68.5% | $78,778-79.4% | $62,292-74.0% |
| Participation rate | 82.6% | 59.8%+22.8pp | 69.2%+13.4pp | 69.5%+13.1pp |
| Annual return | 16.63% | 19.96%-3.3pp | 35.62%-19.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $584 | $827-29.4% | $1,986-70.6% | $2,042-71.4% |
| Participant deferral / active EE | $2,686 | $2,147+25.1% | $2,958-9.2% | $3,169-15.2% |
| Admin fee / account holder | $168 | $489-65.7% | $5,134-96.7% | $479-65.0% |