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 LLC2 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $26,662 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $13,650 |
Service code 16 · EIN 82-1828832 | Consulting | $12,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,170 | $56,485+231.4% | $185,823+0.7% | $86,799+115.6% |
| Participation rate | 95.1% | 65.5%+29.6pp | 81.7%+13.4pp | 72.3%+22.8pp |
| Annual return | 16.46% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $7,100 | $1,843+285.3% | $5,167+37.4% | $2,405+195.2% |
| Participant deferral / active EE | $4,914 | $2,553+92.5% | $5,568-11.7% | $4,131+19.0% |
| Admin fee / account holder | $128 | $150-14.3% | $16,237-99.2% | $170-24.4% |