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 LLC7 years Service code 37 · EIN 11-3665754 | Loan Processing | $122,822 |
GWN SECURITIES, INC1 year Service code 27 11440 N. JOG RD · PALM BEACH GARDEN, FL 33418 | Advisory (Plan) | $17,183 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $8,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,944 | $113,293-65.6% | $67,511-42.3% | $199,768-80.5% |
| Participation rate | 48.2% | 73.3%-25.2pp | 72.9%-24.7pp | 72.0%-23.9pp |
| Annual return | 14.15% | 15.88%-1.7pp | 3517.41%-3503.3pp | 34.26%-20.1pp |
| Employer contribution / active EE | $1,193 | $3,401-64.9% | $2,733-56.3% | $3,037-60.7% |
| Participant deferral / active EE | $1,625 | $4,159-60.9% | $4,000-59.4% | $5,090-68.1% |
| Admin fee / account holder | $36 | $103-64.7% | $3,999-99.1% | $269-86.5% |