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 LLC4 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $41,199 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,280 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,790 | $66,402-31.0% | $109,895-58.3% | $85,850-46.7% |
| Participation rate | 87.6% | 63.9%+23.8pp | 74.2%+13.4pp | 69.3%+18.3pp |
| Annual return | 12.91% | 19.59%-6.7pp | 29.45%-16.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,836 | $2,842+140.5% | $4,048+68.9% | $3,952+73.0% |
| Admin fee / account holder | $248 | $4,557-94.6% | $6,066-95.9% | $6,260-96.0% |