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.4 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $33,422 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $11,648 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,514 | $76,050-21.7% | $96,544-38.4% | $71,457-16.7% |
| Participation rate | 79.9% | 74.4%+5.5pp | 76.0%+3.9pp | 67.9%+11.9pp |
| Annual return | 11.85% | 22.81%-11.0pp | 25.84%-14.0pp | 28.85%-17.0pp |
| Employer contribution / active EE | $1,045 | $2,244-53.4% | $2,965-64.7% | $2,588-59.6% |
| Participant deferral / active EE | $3,721 | $4,215-11.7% | $4,851-23.3% | $4,289-13.2% |
| Admin fee / account holder | $327 | $2,707-87.9% | $8,252-96.0% | $1,587-79.4% |