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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,004 |
Service code 26 · EIN 86-0588303 | Advisory (Participants) | $20,740 |
Service code 13 · EIN 41-0848121 | Contract Administrator | $14,958 |
MAHONEY CPAS2 years Service code 10 · EIN 41-1647057 | Accounting | $10,250 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,472 |
Employer contribution per participant 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 | $42,960 | $54,701-21.5% | $86,188-50.2% | $71,457-39.9% |
| Participation rate | 79.1% | 60.1%+19.0pp | 69.0%+10.2pp | 67.9%+11.2pp |
| Annual return | 18.45% | 20.06%-1.6pp | 1168.45%-1150.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $114 | $1,265-91.0% | $2,380-95.2% | $2,588-95.6% |
| Participant deferral / active EE | $5,711 | $3,108+83.7% | $3,985+43.3% | $4,289+33.2% |
| Admin fee / account holder | $296 | $1,922-84.6% | $6,852-95.7% | $1,587-81.4% |