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: ASCENSUS Service code 15 · EIN 45-0404698 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $0 |
TRISTAR PENSION LTD3+ years Filed as: TRISTAR PENSION CONSULTING Service code 17 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Pension Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,683 | $69,305-26.9% | $82,313-38.4% | $69,631-27.2% |
| Participation rate | 92.6% | 80.3%+12.3pp | 76.9%+15.7pp | 70.7%+21.9pp |
| Annual return | 13.75% | 21.47%-7.7pp | 25.88%-12.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,518 | $1,887-19.5% | $2,428-37.5% | $2,032-25.3% |
| Participant deferral / active EE | $3,380 | $3,568-5.3% | $3,706-8.8% | $3,224+4.9% |
| Admin fee / account holder | $16 | $97-83.9% | $5,608-99.7% | $110-85.8% |