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 50 · EIN 62-1700633 | Direct Payment | $42,082 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $1,288 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 16 · EIN 61-1758632 24 E COTA ST SUITE 200 · SANTA BARBARA, CA 931011665 | Consulting | $0 |
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 | $65,014 | $67,984-4.4% | $65,493-0.7% | $74,304-12.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.30% | 19.87%-9.6pp | 982.45%-972.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $1,744 | $2,491-30.0% | $2,574-32.3% | $2,241-22.2% |
| Participant deferral / active EE | $3,752 | $3,346+12.1% | $3,961-5.3% | $3,767-0.4% |
| Admin fee / account holder | $7 | $1,373-99.5% | $5,028-99.9% | $2,969-99.8% |