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 LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $8,884 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,439 | $71,666-40.8% | $117,854-64.0% | $69,631-39.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 16.91% | 18.86%-1.9pp | 335.08%-318.2pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,323 | $1,889+23.0% | $3,786-38.6% | $2,032+14.3% |
| Participant deferral / active EE | $2,722 | $3,340-18.5% | $4,482-39.3% | $3,224-15.6% |
| Admin fee / account holder | $99 | $120-17.7% | $8,020-98.8% | $110-10.3% |