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 | $14,275 |
AMERICAN FUNDS3 years Filed as: CAPITAL ADVISORY GROUP Service code 27 · EIN 45-2156557 | Advisory (Plan) | $10,220 |
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 | $48,780 | $35,949+35.7% | $88,538-44.9% | $65,185-25.2% |
| Participation rate | 81.0% | 56.4%+24.6pp | 68.7%+12.2pp | 70.2%+10.8pp |
| Annual return | 19.33% | 47.52%-28.2pp | 43.64%-24.3pp | 29.38%-10.1pp |
| Employer contribution / active EE | $952 | $1,047-9.0% | $2,098-54.6% | $2,177-56.2% |
| Participant deferral / active EE | $2,280 | $1,870+22.0% | $2,914-21.7% | $3,514-35.1% |
| Admin fee / account holder | $202 | $496-59.2% | $4,310-95.3% | $847-76.1% |