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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,301 |
ASPECT WEALTH MANAGEMENT1+ years Service code 27 · EIN 74-2822124 | Advisory (Plan) | $7,733 |
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 | $48,334 | $42,772+13.0% | $87,507-44.8% | $55,167-12.4% |
| Participation rate | 94.5% | 66.5%+28.0pp | 73.8%+20.7pp | 69.0%+25.5pp |
| Annual return | 11.11% | 21.20%-10.1pp | 12.21%-1.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $1,805 | $1,277+41.4% | $2,550-29.2% | $1,963-8.0% |
| Participant deferral / active EE | $3,886 | $2,342+65.9% | $3,149+23.4% | $3,054+27.2% |
| Admin fee / account holder | $136 | $461-70.5% | $4,221-96.8% | $504-73.0% |