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 Service code 15 · EIN 11-3665754 | Recordkeeping | $17,186 |
GORDON ADVISORS, P.C.4 years Filed as: GORDON ADVISORS PC Service code 10 · EIN 38-2656556 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,065 | $86,655+38.6% | $119,609+0.4% | $66,914+79.4% |
| Participation rate | 87.7% | 75.6%+12.2pp | 79.3%+8.5pp | 69.8%+17.9pp |
| Annual return | -17.19% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,237 | $2,536-51.2% | $4,232-70.8% | $2,544-51.4% |
| Participant deferral / active EE | $6,808 | $4,358+56.2% | $5,602+21.5% | $4,237+60.7% |
| Admin fee / account holder | $216 | $755-71.4% | $10,323-97.9% | $593-63.6% |