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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,028 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,725 | $63,924-31.6% | $108,579-59.7% | $55,167-20.7% |
| Participation rate | 85.2% | 74.3%+10.9pp | 79.6%+5.7pp | 69.0%+16.2pp |
| Annual return | 8.21% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,045 | $1,879-44.4% | $3,758-72.2% | $1,963-46.7% |
| Participant deferral / active EE | $3,470 | $3,067+13.2% | $4,311-19.5% | $3,054+13.6% |
| Admin fee / account holder | $81 | $618-86.9% | $7,645-98.9% | $504-84.0% |