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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $26,859 |
JAMISON MONEY FARMER PC9+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $19,000 |
Filed as: WILLAMETTE MANAGEMENT Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.) | $13,979 |
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 | $248,833 | $81,460+205.5% | $103,333+140.8% | $80,856+207.7% |
| Participation rate | 98.6% | 66.8%+31.8pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | 5.89% | 25.55%-19.7pp | 24.88%-19.0pp | 35.59%-29.7pp |
| Employer contribution / active EE | $12,329 | $3,105+297.0% | $3,868+218.8% | $2,755+347.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $579 | $6,566-91.2% | $8,355-93.1% | $6,918-91.6% |