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 |
|---|---|---|
ASPECT WEALTH MANAGEMENT2+ years Service code 27 · EIN 74-2822124 | Advisory (Plan) | $32,027 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,612 | $52,884+44.9% | $84,750-9.6% | $55,167+38.9% |
| Participation rate | 76.3% | 67.5%+8.8pp | 76.6%-0.3pp | 69.0%+7.3pp |
| Annual return | 10.61% | 18.03%-7.4pp | 22.78%-12.2pp | 169.23%-158.6pp |
| Employer contribution / active EE | $2,235 | $2,233+0.1% | $3,574-37.5% | $1,963+13.9% |
| Participant deferral / active EE | $2,731 | $2,644+3.3% | $3,712-26.4% | $3,054-10.6% |
| Admin fee / account holder | $421 | $581-27.4% | $5,332-92.1% | $504-16.4% |