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 |
|---|---|---|
Filed as: CORRECT CAPITAL WEALTH MGMT Service code 99 · EIN 83-1730027 | Other Fees | $48,725 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $18,316 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $5,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,364 | $88,890-9.6% | $102,423-21.5% | $77,643+3.5% |
| Participation rate | 77.3% | 80.9%-3.6pp | 76.5%+0.8pp | 70.6%+6.7pp |
| Annual return | 15.48% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,910 | $2,698-29.2% | $3,023-36.8% | $2,726-29.9% |
| Participant deferral / active EE | $5,957 | $5,145+15.8% | $5,053+17.9% | $4,647+28.2% |
| Admin fee / account holder | $101 | $235-57.2% | $9,451-98.9% | $430-76.6% |