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 |
|---|---|---|
DIVERSIFIED TRUST COMPANY2 years Filed as: DIVERSIFIED BENEFIT Service code 27 1391 W SHAW AVE · FRESNO, CA 93711 | Advisory (Plan) | $20,034 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,748 | $95,803+46.9% | $113,168+24.4% | $84,808+66.0% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 15.02% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,187 | $4,242+22.3% | $5,107+1.6% | $4,212+23.2% |
| Admin fee / account holder | $225 | $8,989-97.5% | $12,068-98.1% | $7,344-96.9% |