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 9-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 LLC1 year Filed as: ASCENSUS, INC./FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $7,237 |
SFW PARTNERS, LLC8 years Filed as: SFW PARTNERS Service code 10 · EIN 43-1764273 | Accounting | $0 |
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,901 | $59,417+127.0% | $93,606+44.1% | $74,495+81.1% |
| Participation rate | 99.4% | 59.7%+39.7pp | 68.7%+30.7pp | 67.2%+32.2pp |
| Annual return | 14.13% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,384 | $1,264+247.0% | $2,420+81.2% | $2,623+67.2% |
| Participant deferral / active EE | $4,006 | $3,050+31.3% | $4,411-9.2% | $4,346-7.8% |
| Admin fee / account holder | $480 | $3,021-84.1% | $8,285-94.2% | $1,942-75.3% |