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 LLC7+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $54,468 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,932 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,879 | $64,119-45.6% | $112,228-68.9% | $66,914-47.9% |
| Participation rate | 96.5% | 68.5%+28.0pp | 75.1%+21.4pp | 69.8%+26.7pp |
| Annual return | -16.11% | -13.81%-2.3pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $7,953 | $3,005+164.6% | $3,635+118.8% | $2,544+212.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $129 | $625-79.3% | $6,410-98.0% | $593-78.2% |