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 LLC7 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $94,246 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,112 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,288 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,297 | $101,317+141.1% | $146,958+66.2% | $74,495+227.9% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 15.89% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $12,470 | $3,810+227.3% | $4,933+152.8% | $2,623+375.4% |
| Participant deferral / active EE | $14,684 | $7,303+101.1% | $8,070+82.0% | $4,346+237.9% |
| Admin fee / account holder | $580 | $1,739-66.7% | $12,998-95.5% | $1,942-70.1% |