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 LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,252 |
FIDUCIENT ADVISORS LLC3 years Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $34,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,814 | $106,028-19.1% | $146,958-41.6% | $77,643+10.5% |
| Participation rate | 90.4% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 16.42% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,296 | $4,063-18.9% | $4,933-33.2% | $2,726+20.9% |
| Participant deferral / active EE | $10,116 | $7,990+26.6% | $8,070+25.4% | $4,647+117.7% |
| Admin fee / account holder | $192 | $337-43.2% | $12,998-98.5% | $430-55.4% |