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 |
|---|---|---|
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 | Recordkeeping | $41,279 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 38 · EIN 11-3665754 | Participant Communication | $30,875 |
KEITER1+ years Filed as: KEITER,STEPHENS,HURST,GARY & SHREAV Service code 10 · EIN 54-1631262 | Accounting | $16,500 |
ASCENSUS LLC1+ years Filed as: ASCENSUS TRUST COMPANY Service code 21 1126 WESTRAC DRIVE S. · FARGO, ND 58103 | Bank Trustee | $35 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,691 | $68,413+493.0% | $123,104+229.6% | $55,191+635.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.80% | 6.30%-8.1pp | 13.22%-15.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $13,780 | $3,050+351.8% | $5,151+167.5% | $1,899+625.7% |
| Participant deferral / active EE | $9,437 | $4,490+110.2% | $6,230+51.5% | $3,046+209.8% |
| Admin fee / account holder | $189 | $88+115.5% | $9,015-97.9% | $91+108.5% |