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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $120,756 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $27,434 |
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 | $56,184 | $127,481-55.9% | $149,696-62.5% | $90,288-37.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 82.5%-53.9pp | 73.4%-44.8pp |
| Annual return | 51.17% | 57.78%-6.6pp | 276.60%-225.4pp | 53.97%-2.8pp |
| Employer contribution / active EE | $1,142 | $3,448-66.9% | $4,644-75.4% | $2,524-54.8% |
| Participant deferral / active EE | $3,758 | $6,975-46.1% | $6,842-45.1% | $4,232-11.2% |
| Admin fee / account holder | $87 | $152-42.5% | $9,309-99.1% | $114-23.6% |