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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $210,375 |
BENEDETTI GUCER & ASSOC1 year Service code 27 · EIN 20-5478610 | Advisory (Plan) | $39,118 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,558 | $112,623-70.2% | $106,213-68.4% | $199,593-83.2% |
| Participation rate | 98.2% | 86.2%+12.0pp | 75.3%+23.0pp | 72.0%+26.3pp |
| Annual return | 13.99% | 15.57%-1.6pp | 116.14%-102.1pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,820 | $4,575-38.4% | $3,171-11.1% | $3,034-7.1% |
| Participant deferral / active EE | $3,523 | $6,659-47.1% | $5,016-29.8% | $5,087-30.7% |
| Admin fee / account holder | $136 | $107+27.3% | $11,033-98.8% | $269-49.3% |