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 LLC8+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $51,067 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,931 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,707 | $76,670-40.4% | $96,683-52.7% | $71,457-36.0% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.8pp | 67.9%+21.2pp |
| Annual return | 16.30% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $7,123 | $3,031+135.0% | $3,737+90.6% | $2,588+175.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $146 | $2,028-92.8% | $6,730-97.8% | $1,587-90.8% |