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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $33,292 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 27-2037969 | Recordkeeping | $9,812 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $3,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,343 | $132,049-37.6% | $200,582-58.9% | $74,304+10.8% |
| Participation rate | 98.3% | 84.1%+14.2pp | 86.9%+11.4pp | 60.3%+38.0pp |
| Annual return | 16.29% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,693 | $4,558-62.8% | $6,419-73.6% | $2,241-24.5% |
| Participant deferral / active EE | $3,928 | $7,213-45.5% | $9,331-57.9% | $3,767+4.3% |
| Admin fee / account holder | $298 | $2,405-87.6% | $16,305-98.2% | $2,969-89.9% |