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 LLC Service code 50 · EIN 62-1700633 | Direct Payment | $27,076 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $0 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 16 · EIN 61-1758632 24 E COTA ST SUITE 200 · SANTA BARBARA, CA 931011665 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,166 | $69,763-31.0% | $67,502-28.6% | $74,495-35.3% |
| Participation rate | 72.2% | 71.4%+0.8pp | 72.9%-0.7pp | 67.2%+5.0pp |
| Annual return | 11.93% | -40.34%+52.3pp | 3512.12%-3500.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,596 | $2,704-41.0% | $2,731-41.6% | $2,623-39.2% |
| Participant deferral / active EE | $3,653 | $3,636+0.5% | $4,000-8.7% | $4,346-15.9% |
| Admin fee / account holder | $104 | $896-88.4% | $3,998-97.4% | $1,942-94.7% |