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 LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $17,624 |
STOLL KEENON OGDEN2+ years Service code 29 · EIN 61-0421389 | Legal | $13,210 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $12,480 |
MERCER2+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $7,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,109 | $74,089+193.0% | $133,980+62.0% | $55,167+293.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 25.15% | 12.11%+13.0pp | 29.30%-4.1pp | 169.23%-144.1pp |
| Employer contribution / active EE | $3,871 | $3,064+26.4% | $5,211-25.7% | $1,963+97.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $249 | $458-45.7% | $9,324-97.3% | $504-50.7% |