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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,325 |
BENNETT THRASHER LLP3 years Filed as: BENNETT THRASHER Service code 10 · EIN 58-2594042 | Accounting | $18,113 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $5,065 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $534 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,829 | $95,803-9.4% | $113,168-23.3% | $84,808+2.4% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.9pp |
| Annual return | 11.80% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,979 | $2,360+26.2% | $2,975+0.1% | $2,631+13.2% |
| Participant deferral / active EE | $5,584 | $4,242+31.6% | $5,107+9.3% | $4,212+32.6% |
| Admin fee / account holder | $263 | $8,989-97.1% | $12,068-97.8% | $7,344-96.4% |