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 |
|---|---|---|
ACCLERO VALUATION ADVISORS1 year Service code 34 | Valuation (appraisals, etc.) | $13,000 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $12,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,640 | $58,264+122.5% | $86,612+49.7% | $71,457+81.4% |
| Participation rate | 94.9% | 65.0%+29.9pp | 71.7%+23.2pp | 67.9%+27.0pp |
| Annual return | 51.97% | 21.63%+30.3pp | 591.07%-539.1pp | 28.85%+23.1pp |
| Employer contribution / active EE | $15,341 | $2,574+496.0% | $3,022+407.6% | $2,588+492.9% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $128 | $1,057-87.9% | $5,614-97.7% | $1,587-91.9% |