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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,780 |
YOUNT, HYDE & BARBOUR, P.C.2 years Filed as: YOUNT HYDE & BARBOUR PC Service code 10 PO BOX 63168 · CHARLOTTE, NC 28263 | Accounting | $12,500 |
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 | $83,404 | $54,517+53.0% | $75,972+9.8% | $74,495+12.0% |
| Participation rate | 76.0% | 60.3%+15.7pp | 69.1%+6.9pp | 67.2%+8.8pp |
| Annual return | 32.37% | 31.82%+0.6pp | 359.55%-327.2pp | 1364.94%-1332.6pp |
| Employer contribution / active EE | $3,219 | $1,777+81.1% | $2,685+19.9% | $2,623+22.7% |
| Participant deferral / active EE | $3,415 | $3,066+11.4% | $4,255-19.7% | $4,346-21.4% |
| Admin fee / account holder | $396 | $2,229-82.2% | $6,467-93.9% | $1,942-79.6% |