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 4-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 |
|---|---|---|
GOLDMAN SACHS4+ years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $24,151 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 99 · EIN 82-3719843 | Other Fees | $10,423 |
EXPAND FINANCIAL2 years Service code 99 · EIN 27-1124147 | Other Fees | $8,516 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 49 | Other Services | $4,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,131 | $106,110-58.4% | $147,005-70.0% | $77,671-43.2% |
| Participation rate | 65.5% | 78.4%-12.9pp | 82.2%-16.6pp | 70.6%-5.1pp |
| Annual return | 19.05% | 56.77%-37.7pp | 418.76%-399.7pp | 31.21%-12.2pp |
| Employer contribution / active EE | $1,632 | $4,065-59.9% | $4,934-66.9% | $2,726-40.1% |
| Participant deferral / active EE | $7,502 | $7,992-6.1% | $8,070-7.0% | $4,648+61.4% |
| Admin fee / account holder | $112 | $338-66.8% | $13,006-99.1% | $430-73.9% |