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 LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,182 |
EVERHART ADVISORS4+ years Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $42,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,252 | $83,902+26.6% | $167,512-36.6% | $84,808+25.3% |
| Participation rate | 98.4% | 66.5%+31.9pp | 77.1%+21.3pp | 68.3%+30.1pp |
| Annual return | 13.40% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $22,156 | $2,264+878.7% | $3,882+470.8% | $2,631+742.1% |
| Participant deferral / active EE | $41,738 | $4,442+839.5% | $6,405+551.7% | $4,212+891.0% |
| Admin fee / account holder | $254 | $7,915-96.8% | $9,769-97.4% | $7,344-96.5% |