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 7-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 LLC6+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,576 |
BDG-CPAS1 year Filed as: BDG CPAS Service code 10 76 N. WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $8,750 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $3,546 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,338 | $106,028-28.9% | $146,958-48.7% | $77,643-3.0% |
| Participation rate | 81.7% | 78.4%+3.3pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 17.72% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $780 | $4,063-80.8% | $4,933-84.2% | $2,726-71.4% |
| Participant deferral / active EE | $4,937 | $7,990-38.2% | $8,070-38.8% | $4,647+6.2% |
| Admin fee / account holder | $146 | $337-56.6% | $12,998-98.9% | $430-66.0% |