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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $156,175 |
Filed as: RETIREMENT RESOURCES INV. CORP 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,417 | $95,388-41.9% | $125,339-55.8% | $77,904-28.9% |
| Participation rate | 23.9% | 78.6%-54.7pp | 82.4%-58.5pp | 73.7%-49.8pp |
| Annual return | -17.17% | 116.19%-133.4pp | 572.05%-589.2pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,180 | $3,666-67.8% | $4,814-75.5% | $2,848-58.6% |
| Participant deferral / active EE | $4,514 | $7,711-41.5% | $7,446-39.4% | $4,806-6.1% |
| Admin fee / account holder | $102 | $119-14.5% | $10,010-99.0% | $133-23.3% |