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 LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $20,929 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $12,605 |
MERCER3+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $10,755 |
STOLL KEENON OGDEN3+ years Service code 29 · EIN 61-0421389 | Legal | $5,619 |
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 | $212,641 | $89,739+137.0% | $149,718+42.0% | $62,292+241.4% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 8.47% | 21.01%-12.5pp | 1501.63%-1493.2pp | 28.90%-20.4pp |
| Employer contribution / active EE | $1,561 | $3,233-51.7% | $5,445-71.3% | $2,042-23.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $233 | $551-57.7% | $11,283-97.9% | $479-51.4% |