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: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 190D SAUDERSVILLE RD., SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $54,777 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $279 |
TIAA10+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,342 | $67,984-39.2% | $65,493-36.9% | $74,304-44.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 9.22% | 19.87%-10.6pp | 982.45%-973.2pp | 29.43%-20.2pp |
| Employer contribution / active EE | $2,523 | $2,491+1.3% | $2,574-2.0% | $2,241+12.6% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,239 | $1,373-9.8% | $5,028-75.4% | $2,969-58.3% |