See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 34 · EIN 36-4799908 33 SOUTH 6TH STREET, SUITE 4750 · MINNEAPLOLIS, MN 55402 | Valuation (appraisals, etc.) | $23,000 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 2040 MAIN STREET, SUITE 900 · IRVINE, CA 92614 | Accounting | $19,500 |
Service code 20 · EIN 82-1818132 100 N. BARRANCA ST., SUITE 870 · WEST COVINA, CA 91791 | Trustee (individual) | $17,500 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $10,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,090 | $65,365-81.5% | $92,893-87.0% | $72,985-83.4% |
| Participation rate | 98.5% | 68.3%+30.1pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 22.43% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $723 | $4,251-83.0% | $5,794-87.5% | $5,124-85.9% |