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 LLC1 year Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $25,069 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $13,113 |
BB&T7+ years Service code 19 · EIN 56-1368984 | Securities Custodian | $11,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,319 | $61,156-35.7% | $185,823-78.8% | $79,386-50.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 17.67% | 19.45%-1.8pp | 122.05%-104.4pp | 116.85%-99.2pp |
| Employer contribution / active EE | $2,132 | $2,321-8.1% | $5,167-58.7% | $2,427-12.2% |
| Participant deferral / active EE | $937 | $2,789-66.4% | $5,568-83.2% | $4,046-76.8% |
| Admin fee / account holder | $165 | $710-76.7% | $16,237-99.0% | $626-73.6% |