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 Service code 15 · EIN 11-3665754 | Recordkeeping | $79,752 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,383 | $101,523-55.3% | $141,162-67.9% | $77,787-41.7% |
| Participation rate | 30.0% | 77.4%-47.4pp | 82.5%-52.5pp | 73.2%-43.2pp |
| Annual return | 24.83% | 56.22%-31.4pp | 71.39%-46.6pp | 32.57%-7.7pp |
| Employer contribution / active EE | $720 | $3,341-78.4% | $4,735-84.8% | $2,504-71.3% |
| Participant deferral / active EE | $2,783 | $6,434-56.7% | $6,709-58.5% | $3,967-29.8% |
| Admin fee / account holder | $89 | $92-2.4% | $10,261-99.1% | $100-10.8% |