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 4-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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $54,031 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,570 |
FIDUCIENT ADVISORS LLC1 year Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $12,980 |
Annual investment return 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 | $56,972 | $82,202-30.7% | $125,339-54.5% | $64,808-12.1% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -17.57% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,333 | $3,615-7.8% | $4,814-30.8% | $2,506+33.0% |
| Participant deferral / active EE | $10,167 | $7,175+41.7% | $7,446+36.5% | $4,310+135.9% |
| Admin fee / account holder | $263 | $163+61.2% | $10,010-97.4% | $188+40.2% |