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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,578 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $6,897 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,583 | $48,076-15.6% | $78,689-48.4% | $62,891-35.5% |
| Participation rate | 81.7% | 65.2%+16.5pp | 73.6%+8.1pp | 69.3%+12.4pp |
| Annual return | -0.62% | 31.35%-32.0pp | 62.18%-62.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $2,146 | $2,015+6.5% | $2,851-24.7% | $2,281-5.9% |
| Participant deferral / active EE | $2,828 | $2,588+9.3% | $3,517-19.6% | $3,203-11.7% |
| Admin fee / account holder | $192 | $3,207-94.0% | $4,510-95.7% | $4,296-95.5% |