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 LLC10+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $53,921 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD, STE. 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,230 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $20,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,158 | $86,944-35.4% | $107,525-47.8% | $74,304-24.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 16.54% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $8,811 | $2,757+219.6% | $3,754+134.7% | $2,241+293.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $166 | $3,727-95.5% | $8,919-98.1% | $2,969-94.4% |