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 LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $16,203 |
MIZE HOUSER & COMPANY1 year Filed as: MIZE CPAS, INC. Service code 10 · EIN 48-0882363 | Accounting | $9,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $45,946 | $60,124-23.6% | $90,404-49.2% | $79,858-42.5% |
| Participation rate | 98.6% | 65.0%+33.6pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | -37.75% | 71.94%-109.7pp | 1293.02%-1330.8pp | 31.71%-69.5pp |
| Employer contribution / active EE | $1,011 | $2,068-51.1% | $3,262-69.0% | $2,471-59.1% |
| Participant deferral / active EE | $3,177 | $2,938+8.1% | $3,963-19.8% | $3,740-15.1% |
| Admin fee / account holder | $304 | $3,976-92.4% | $5,611-94.6% | $5,306-94.3% |