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 |
|---|---|---|
MOORE STEPHENS TILLER LLC6 years Service code 10 · EIN 58-0673524 | Accounting | $11,100 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 P.O. BOX 219073 · KANSAC CITY, MO 64121 | Contract Administrator | $10,000 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,115 | $56,485+96.7% | $185,823-40.2% | $86,799+28.0% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 17.00% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $5,276 | $1,843+186.3% | $5,167+2.1% | $2,405+119.3% |
| Participant deferral / active EE | $3,588 | $2,553+40.5% | $5,568-35.6% | $4,131-13.2% |
| Admin fee / account holder | $30 | $150-80.1% | $16,237-99.8% | $170-82.5% |