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 Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $29,957 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Service code 16 · EIN 82-1828832 | Consulting | $13,380 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $13,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,444 | $46,292+218.5% | $143,757+2.6% | $64,808+127.5% |
| Participation rate | 94.1% | 64.2%+29.8pp | 80.3%+13.7pp | 71.5%+22.6pp |
| Annual return | -17.12% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $6,519 | $1,910+241.4% | $4,951+31.7% | $2,506+160.2% |
| Participant deferral / active EE | $5,035 | $2,646+90.3% | $5,637-10.7% | $4,310+16.8% |
| Admin fee / account holder | $119 | $154-22.6% | $14,673-99.2% | $188-36.6% |