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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,608 |
AMERICAN FUNDS2 years Filed as: CAPITAL ADVISORY GROUP Service code 27 · EIN 45-2156557 | Advisory (Plan) | $9,807 |
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 | $42,535 | $32,865+29.4% | $75,826-43.9% | $56,287-24.4% |
| Participation rate | 84.5% | 53.0%+31.5pp | 68.2%+16.2pp | 69.9%+14.6pp |
| Annual return | -5.42% | -5.01%-0.4pp | 1914.15%-1919.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $971 | $891+9.0% | $1,913-49.3% | $2,111-54.0% |
| Participant deferral / active EE | $2,379 | $1,683+41.4% | $2,862-16.9% | $3,350-29.0% |
| Admin fee / account holder | $227 | $185+22.9% | $4,726-95.2% | $521-56.4% |