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 LLC8 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 15 · EIN 90-0142264 | Recordkeeping | $62,206 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,362 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $8,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,903 | $58,926+28.8% | $97,226-21.9% | $74,495+1.9% |
| Participation rate | 92.5% | 63.5%+29.0pp | 72.7%+19.8pp | 67.2%+25.3pp |
| Annual return | 16.32% | 16.04%+0.3pp | 75.13%-58.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,066 | $1,894+9.1% | $2,729-24.3% | $2,623-21.2% |
| Participant deferral / active EE | $5,538 | $3,664+51.1% | $4,264+29.9% | $4,346+27.4% |
| Admin fee / account holder | $284 | $1,974-85.6% | $5,654-95.0% | $1,942-85.4% |