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 LLC9+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $51,190 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD, STE. 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,588 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $19,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,592 | $80,724-39.8% | $103,333-53.0% | $74,495-34.8% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.8pp | 67.2%+31.2pp |
| Annual return | 12.35% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $7,658 | $3,157+142.5% | $3,868+98.0% | $2,623+191.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $150 | $2,368-93.6% | $8,355-98.2% | $1,942-92.3% |