Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PHILLIPS FINANCIAL MANAGEMENT LLC10+ years Service code 99 · EIN 20-1131890 | Other Fees | $53,691 |
ASCENSUS LLC2 years Filed as: BADEN GAGE & SCHROEDER LLC Service code 99 6920 POINTE INVERNESS WAY #300 · FORT WAYNE, IN 46804 | Other Fees | $14,424 |
Service code 99 · EIN 71-0294708 | Other Fees | $10,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,535 | $79,184-0.8% | $102,438-23.3% | $74,546+5.4% |
| Participation rate | 89.8% | 74.8%+15.0pp | 76.5%+13.3pp | 67.2%+22.6pp |
| Annual return | 11.84% | 54.95%-43.1pp | 29.37%-17.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $396 | $2,362-83.2% | $3,024-86.9% | $2,624-84.9% |
| Participant deferral / active EE | $4,021 | $4,414-8.9% | $5,054-20.4% | $4,347-7.5% |
| Admin fee / account holder | $88 | $2,001-95.6% | $9,448-99.1% | $1,944-95.5% |