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 Service code 15 · EIN 11-3665754 | Recordkeeping | $70,433 |
RSM US LLP1 year Filed as: RSM US LLP. Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $22,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,188 | $53,932-81.1% | $134,143-92.4% | $90,288-88.7% |
| Participation rate | 88.1% | 60.4%+27.7pp | 72.2%+15.9pp | 73.4%+14.7pp |
| Annual return | 12.16% | 23.16%-11.0pp | 36.33%-24.2pp | 53.97%-41.8pp |
| Employer contribution / active EE | $956 | $1,611-40.7% | $3,704-74.2% | $2,524-62.1% |
| Participant deferral / active EE | $239 | $2,432-90.2% | $3,499-93.2% | $4,232-94.3% |
| Admin fee / account holder | $67 | $104-35.1% | $6,684-99.0% | $114-41.1% |