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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,936 |
RITZ HOLMAN LLP2+ years Service code 10 · EIN 39-0919055 | Accounting | $6,800 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $6,610 |
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 | $90,275 | $80,753+11.8% | $136,294-33.8% | $62,292+44.9% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 16.44% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,261 | $2,884-21.6% | $4,695-51.9% | $2,042+10.7% |
| Participant deferral / active EE | $6,655 | $5,164+28.9% | $6,247+6.5% | $3,169+110.0% |
| Admin fee / account holder | $243 | $525-53.7% | $9,243-97.4% | $479-49.3% |