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 10-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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,431 |
MKD CPAS PLLC2+ years Service code 10 1809 - 7TH AVE TOWER BUILDING · SEATTLE, WA 98101 | Accounting | $7,450 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,430 | $56,629+13.8% | $77,999-17.4% | $55,167+16.8% |
| Participation rate | 87.9% | 73.3%+14.6pp | 75.5%+12.4pp | 69.0%+18.9pp |
| Annual return | 7.52% | 2866.98%-2859.5pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,097 | $1,723+21.7% | $2,470-15.1% | $1,963+6.8% |
| Participant deferral / active EE | $3,799 | $2,777+36.8% | $3,497+8.6% | $3,054+24.4% |
| Admin fee / account holder | $123 | $467-73.6% | $5,480-97.8% | $504-75.5% |