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 5-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 | $6,833 |
CERITY PARTNERS1 year Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $5,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,020 | $88,087-14.8% | $164,866-54.5% | $74,546+0.6% |
| Participation rate | 61.7% | 73.1%-11.4pp | 78.6%-16.9pp | 67.2%-5.5pp |
| Annual return | 19.62% | 17.27%+2.3pp | 69.97%-50.4pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $1,683 | $2,595-35.1% | $4,343-61.2% | $2,624-35.9% |
| Participant deferral / active EE | $2,904 | $4,499-35.5% | $6,033-51.9% | $4,347-33.2% |
| Admin fee / account holder | $99 | $2,232-95.6% | $12,689-99.2% | $1,944-94.9% |