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 LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 15 · EIN 90-0142264 | Recordkeeping | $22,982 |
REDPATH AND COMPANY2 years Filed as: REDPATH AND COMPANY LLC Service code 15 · EIN 92-0370318 | Recordkeeping | $15,500 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,232 | $45,343+68.1% | $150,298-49.3% | $67,986+12.1% |
| Participation rate | 67.7% | 51.9%+15.8pp | 77.8%-10.1pp | 57.2%+10.5pp |
| Annual return | 16.30% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,737 | $1,462+18.8% | $4,154-58.2% | $2,019-14.0% |
| Participant deferral / active EE | $5,631 | $2,055+174.1% | $5,453+3.3% | $3,358+67.7% |
| Admin fee / account holder | $261 | $2,250-88.4% | $14,116-98.1% | $3,203-91.8% |