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 9-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 LLC1 year Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $13,335 |
FRYE & COMPANY, CPAS4+ years Service code 10 · EIN 45-4199441 | Accounting | $11,000 |
ESI EQUITY4+ years Filed as: ESI Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $8,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,621 | $62,586-19.1% | $76,768-34.1% | $64,186-21.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 4.42% | -1.95%+6.4pp | 2.43%+2.0pp | 7.63%-3.2pp |
| Employer contribution / active EE | $4,688 | $1,832+155.9% | $2,485+88.6% | $2,381+96.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $197 | $4,667-95.8% | $6,675-97.1% | $4,888-96.0% |