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 6-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $41,345 |
LANE GORMAN TRUBITT, PLLC4 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $12,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,202 | $54,701-77.7% | $86,188-85.8% | $71,457-82.9% |
| Participation rate | 90.3% | 60.1%+30.2pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | 19.00% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,575 | $3,108+47.2% | $3,985+14.8% | $4,289+6.7% |
| Admin fee / account holder | $149 | $1,922-92.2% | $6,852-97.8% | $1,587-90.6% |