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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $21,596 |
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0251243 | Accounting | $21,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $15,178 |
Filed as: ACCLARO ADVISORS Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,946 | $60,323+153.5% | $81,812+86.9% | $74,495+105.3% |
| Participation rate | 98.1% | 62.9%+35.3pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 13.24% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $25,224 | $2,620+862.7% | $2,912+766.1% | $2,623+861.7% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $204 | $1,486-86.3% | $7,386-97.2% | $1,942-89.5% |