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 Service code 15 · EIN 11-3665754 | Recordkeeping | $11,096 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $3,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,119 | $137,414-32.2% | $189,513-50.9% | $85,850+8.5% |
| Participation rate | 98.4% | 84.6%+13.8pp | 87.8%+10.6pp | 69.3%+29.1pp |
| Annual return | 12.40% | 38.14%-25.7pp | 555.15%-542.8pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,676 | $4,344-38.4% | $6,162-56.6% | $2,565+4.3% |
| Participant deferral / active EE | $6,711 | $6,260+7.2% | $8,221-18.4% | $3,952+69.8% |
| Admin fee / account holder | $100 | $8,630-98.8% | $12,045-99.2% | $6,260-98.4% |