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 5-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $12,317 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $8,287 |
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 | $35,006 | $78,705-55.5% | $117,854-70.3% | $70,131-50.1% |
| Participation rate | 97.9% | 73.2%+24.7pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 50.54% | 23.30%+27.2pp | 335.08%-284.5pp | 73.14%-22.6pp |
| Employer contribution / active EE | $2,429 | $2,223+9.2% | $3,786-35.8% | $2,342+3.7% |
| Participant deferral / active EE | $5,797 | $3,297+75.8% | $4,482+29.3% | $3,332+74.0% |
| Admin fee / account holder | $152 | $5,065-97.0% | $8,020-98.1% | $4,645-96.7% |