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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,669 |
EVERHART ADVISORS2+ 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 | $90,336 | $56,638+59.5% | $169,368-46.7% | $74,419+21.4% |
| Participation rate | 90.9% | 67.5%+23.4pp | 77.1%+13.7pp | 70.7%+20.1pp |
| Annual return | 18.77% | 24.75%-6.0pp | 405.60%-386.8pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,642 | $2,027+129.0% | $4,013+15.7% | $2,637+76.0% |
| Participant deferral / active EE | $8,694 | $4,223+105.9% | $6,221+39.7% | $4,528+92.0% |
| Admin fee / account holder | $150 | $307-51.0% | $9,003-98.3% | $348-56.8% |