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) | $25,291 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,776 |
Service code 13 · EIN 41-0848121 | Contract Administrator | $14,456 |
MAHONEY CPAS1 year Service code 10 · EIN 41-1647057 | Accounting | $9,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,688 | $49,451-25.8% | $79,550-53.9% | $66,914-45.2% |
| Participation rate | 81.2% | 61.3%+19.9pp | 69.5%+11.7pp | 69.8%+11.4pp |
| Annual return | -19.41% | 84.25%-103.7pp | 0.16%-19.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $936 | $1,266-26.0% | $2,413-61.2% | $2,544-63.2% |
| Participant deferral / active EE | $6,048 | $3,159+91.5% | $3,985+51.8% | $4,237+42.8% |
| Admin fee / account holder | $295 | $595-50.4% | $6,832-95.7% | $593-50.3% |