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 |
|---|---|---|
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 27 PO BOX 171207 · AUSTIN, TX 78717 | Advisory (Plan) | $27,236 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,658 |
ASPECT WEALTH MANAGEMENT3+ years Service code 27 · EIN 74-2822124 | Advisory (Plan) | $8,430 |
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 | $96,658 | $58,726+64.6% | $92,233+4.8% | $62,292+55.2% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 18.40% | 43.62%-25.2pp | 176.28%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,310 | $2,392-3.4% | $3,679-37.2% | $2,042+13.1% |
| Participant deferral / active EE | $2,816 | $2,766+1.8% | $3,897-27.7% | $3,169-11.2% |
| Admin fee / account holder | $479 | $556-13.9% | $5,194-90.8% | $479-0.1% |