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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,274 |
KATHMERE CAPITAL MANAGEMENT3 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $48,481 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,854 | $106,028-57.7% | $146,958-69.5% | $77,643-42.2% |
| Participation rate | 71.1% | 78.4%-7.2pp | 82.2%-11.0pp | 70.6%+0.6pp |
| Annual return | 14.78% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,938 | $4,063-52.3% | $4,933-60.7% | $2,726-28.9% |
| Participant deferral / active EE | $3,695 | $7,990-53.8% | $8,070-54.2% | $4,647-20.5% |
| Admin fee / account holder | $190 | $337-43.8% | $12,998-98.5% | $430-56.0% |