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 25 · EIN 04-2647786 | Directed Trustee | $53,056 |
RASCO, WINTER & ASSOCIATES9+ years Filed as: RASCO WINTER ABSTON MOORE & ASSOC Service code 10 · EIN 71-0448488 | Accounting | $15,500 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,364 | $82,978+93.3% | $130,231+23.1% | $74,419+115.5% |
| Participation rate | 94.5% | 73.7%+20.9pp | 76.3%+18.2pp | 70.7%+23.8pp |
| Annual return | 21.06% | 123.05%-102.0pp | 38.77%-17.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $5,715 | $3,391+68.5% | $4,126+38.5% | $2,637+116.7% |
| Participant deferral / active EE | $8,556 | $5,370+59.3% | $6,799+25.9% | $4,528+89.0% |
| Admin fee / account holder | $94 | $354-73.3% | $6,020-98.4% | $348-72.9% |