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 |
|---|---|---|
Service code 34 · EIN 36-4799908 33 SOUTH 6TH STREET, SUITE 4750 · MINNEAPLOLIS, MN 55402 | Valuation (appraisals, etc.) | $18,614 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping Fees | $15,200 |
Service code 20 · EIN 82-1818132 100 N. BARRANCA ST., SUITE 870 · WEST COVINA, CA 91791 | Trustee (individual) | $12,635 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 2040 MAIN STREET, SUITE 900 · IRVINE, CA 92614 | Accounting | $10,150 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,104 | $72,277-73.6% | $101,248-81.1% | $79,858-76.1% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.8%+22.6pp | 69.6%+28.7pp |
| Annual return | 21.28% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $6,230 | $2,692+131.4% | $3,660+70.2% | $2,471+152.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $700 | $4,400-84.1% | $5,945-88.2% | $5,306-86.8% |