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 Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $9,272 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,250 | $78,419-32.1% | $133,956-60.2% | $73,409-27.5% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.3pp | 72.2%+27.0pp |
| Annual return | 14.44% | 33.35%-18.9pp | 45.09%-30.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,542 | $2,044+24.4% | $3,919-35.1% | $2,234+13.8% |
| Participant deferral / active EE | $3,710 | $3,925-5.5% | $5,048-26.5% | $3,805-2.5% |
| Admin fee / account holder | $288 | $161+78.6% | $8,927-96.8% | $158+82.5% |