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 LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $53,398 |
EVERHART ADVISORS3+ 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 | $101,895 | $62,624+62.7% | $177,989-42.8% | $77,643+31.2% |
| Participation rate | 91.2% | 66.8%+24.4pp | 77.1%+14.2pp | 70.6%+20.7pp |
| Annual return | 14.37% | 16.16%-1.8pp | 294.48%-280.1pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,886 | $1,909+156.0% | $3,949+23.7% | $2,726+79.3% |
| Participant deferral / active EE | $9,281 | $4,219+120.0% | $6,276+47.9% | $4,647+99.7% |
| Admin fee / account holder | $159 | $386-58.9% | $10,363-98.5% | $430-63.1% |