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 year Filed as: ASCENSUS, LLC Service code 14 · EIN 11-3665754 | Plan Administrator | $8,448 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 14 · EIN 22-1467904 | Plan Administrator | $6,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,891 | $67,984+66.1% | $65,493+72.4% | $74,304+51.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.71% | 19.87%-8.2pp | 982.45%-970.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $3,086 | $2,491+23.9% | $2,574+19.9% | $2,241+37.7% |
| Participant deferral / active EE | $6,297 | $3,346+88.2% | $3,961+59.0% | $3,767+67.2% |
| Admin fee / account holder | $79 | $1,373-94.2% | $5,028-98.4% | $2,969-97.3% |