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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $174,595 |
Filed as: RETIREMENT RESOURCES INV. CORP Service code 27 · EIN 04-3464764 | Advisory (Plan) | $39,998 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,310 | $107,459-34.6% | $135,903-48.3% | $80,160-12.3% |
| Participation rate | 23.7% | 78.0%-54.4pp | 81.9%-58.2pp | 72.9%-49.2pp |
| Annual return | 21.55% | 91.91%-70.4pp | 68.23%-46.7pp | 40.38%-18.8pp |
| Employer contribution / active EE | $1,301 | $3,877-66.5% | $4,856-73.2% | $2,978-56.3% |
| Participant deferral / active EE | $4,942 | $8,195-39.7% | $7,758-36.3% | $5,017-1.5% |
| Admin fee / account holder | $109 | $127-14.4% | $10,762-99.0% | $145-25.0% |