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 |
|---|---|---|
Service code 26 · EIN 86-0588303 | Advisory (Participants) | $23,915 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,493 |
Service code 13 · EIN 41-0848121 | Contract Administrator | $13,270 |
MAHONEY CPAS1 year Filed as: MAHONEY Service code 10 · EIN 41-1647057 | Accounting | $9,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,336 | $59,263-31.9% | $96,562-58.2% | $79,386-49.2% |
| Participation rate | 77.6% | 61.9%+15.7pp | 69.8%+7.8pp | 70.7%+6.9pp |
| Annual return | 14.70% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.1pp |
| Employer contribution / active EE | $783 | $1,216-35.6% | $2,356-66.8% | $2,427-67.7% |
| Participant deferral / active EE | $5,208 | $2,948+76.7% | $3,849+35.3% | $4,046+28.7% |
| Admin fee / account holder | $285 | $658-56.7% | $6,181-95.4% | $626-54.4% |