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: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $25,409 |
Filed as: WILLAMETTE MANAGEMENT Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.) | $20,930 |
KRIEG DEVAULT LLP5 years Service code 29 · EIN 35-1055087 | Legal | $18,758 |
JAMISON MONEY FARMER PC7+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $18,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,230 | $64,707+246.5% | $112,228+99.8% | $68,494+227.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.62% | -11.40%+3.8pp | 27.45%-35.1pp | -7.84%+0.2pp |
| Employer contribution / active EE | $10,390 | $2,746+278.4% | $3,635+185.9% | $2,596+300.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $760 | $5,232-85.5% | $6,410-88.2% | $5,403-85.9% |