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 | $49,915+52.7% | $154,803-50.8% | $74,304+2.6% |
| Participation rate | 67.7% | 54.0%+13.7pp | 78.1%-10.4pp | 60.3%+7.3pp |
| Annual return | 16.30% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,737 | $1,611+7.8% | $4,305-59.7% | $2,241-22.5% |
| Participant deferral / active EE | $5,631 | $2,255+149.8% | $5,540+1.6% | $3,767+49.5% |
| Admin fee / account holder | $261 | $2,189-88.1% | $14,329-98.2% | $2,969-91.2% |