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 LLC1 year Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $31,767 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $13,408 |
RICHARD PROCHAZKA5+ years Service code 29 · EIN 95-3722191 | Legal | $6,360 |
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 | $13,119 | $108,172-87.9% | $77,482-83.1% | $158,922-91.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.49% | 31.67%-23.2pp | 54.79%-46.3pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,993 | $1,325+125.9% | $986+203.4% | $4,761-37.1% |
| Participant deferral / active EE | $1,197 | $2,456-51.3% | $1,861-35.7% | $5,982-80.0% |
| Admin fee / account holder | $145 | $3,708-96.1% | $2,858-94.9% | $11,246-98.7% |