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 LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $22,942 |
CAMPBELL TAYLOR & COMPANY8+ years Service code 10 · EIN 68-0251243 | Accounting | $17,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,962 | $51,197+28.8% | $82,719-20.3% | $66,914-1.4% |
| Participation rate | 95.2% | 67.8%+27.4pp | 72.6%+22.6pp | 69.8%+25.4pp |
| Annual return | 42.54% | -9.64%+52.2pp | 701.18%-658.6pp | 1.58%+41.0pp |
| Employer contribution / active EE | $12,048 | $2,611+361.5% | $3,009+300.4% | $2,544+373.6% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $163 | $416-60.9% | $5,329-96.9% | $593-72.6% |