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 8-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 | $40,742 |
JDGLENN & ASSOCIATES, PC1 year Filed as: JDGLENN & ASSOCIATES Service code 10 · EIN 87-0628064 | Accounting | $17,510 |
RASMUSON & COMPANY2 years Service code 10 · EIN 46-1247624 | Accounting | $15,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,419 | $80,724-19.0% | $103,333-36.7% | $74,495-12.2% |
| Participation rate | 95.5% | 65.7%+29.8pp | 74.5%+21.0pp | 67.2%+28.3pp |
| Annual return | 23.42% | 27.56%-4.1pp | 24.88%-1.5pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $2,088 | $3,157-33.9% | $3,868-46.0% | $2,623-20.4% |
| Participant deferral / active EE | $10,208 | $3,860+164.4% | $5,057+101.8% | $4,346+134.9% |
| Admin fee / account holder | $219 | $2,368-90.7% | $8,355-97.4% | $1,942-88.7% |