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 LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $70,073 |
EVERHART ADVISORS1+ years Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $42,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,366 | $50,458+53.3% | $159,960-51.6% | $64,808+19.4% |
| Participation rate | 92.6% | 68.0%+24.5pp | 78.0%+14.6pp | 71.5%+21.1pp |
| Annual return | -15.36% | -13.42%-1.9pp | 408.60%-424.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,772 | $1,722+119.0% | $4,226-10.7% | $2,506+50.5% |
| Participant deferral / active EE | $7,766 | $4,004+94.0% | $6,182+25.6% | $4,310+80.2% |
| Admin fee / account holder | $161 | $706-77.2% | $8,698-98.2% | $188-14.4% |