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 |
|---|---|---|
RETIREMENT PLANS, INC.1 year Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $33,222 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $9,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,127 | $73,638-7.5% | $95,952-29.0% | $73,488-7.3% |
| Participation rate | 84.8% | 76.2%+8.7pp | 77.1%+7.8pp | 70.7%+14.2pp |
| Annual return | 10.44% | 16.78%-6.3pp | 91.61%-81.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $905 | $1,863-51.4% | $2,541-64.4% | $2,270-60.1% |
| Participant deferral / active EE | $3,266 | $3,617-9.7% | $4,167-21.6% | $3,740-12.7% |
| Admin fee / account holder | $351 | $482-27.1% | $6,795-94.8% | $513-31.5% |