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 Service code 27 200 DRYDEN ROAD, · DRESHER, PA 19025 | Advisory (Plan) | $34,303 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,171 |
Filed as: STRATEGIC WEALTH PARTNERS GROUP LLC Service code 27 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $10,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,970 | $88,890-47.2% | $102,423-54.1% | $77,643-39.5% |
| Participation rate | 84.2% | 80.9%+3.3pp | 76.5%+7.7pp | 70.6%+13.7pp |
| Annual return | 13.59% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,512 | $2,698-44.0% | $3,023-50.0% | $2,726-44.5% |
| Participant deferral / active EE | $3,092 | $5,145-39.9% | $5,053-38.8% | $4,647-33.5% |
| Admin fee / account holder | $183 | $235-22.1% | $9,451-98.1% | $430-57.4% |