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 6-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 | $15,534 |
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 27 · EIN 87-3709842 | Advisory (Plan) | $6,240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,200 | $80,731-91.1% | $103,374-93.0% | $74,546-90.3% |
| Participation rate | 85.2% | 65.7%+19.6pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 12.91% | 27.56%-14.7pp | 24.89%-12.0pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,156 | $3,860-44.2% | $5,058-57.4% | $4,347-50.4% |
| Admin fee / account holder | $149 | $2,369-93.7% | $8,394-98.2% | $1,944-92.3% |