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 | $15,349 |
AMERICAN FUNDS4 years Filed as: CAPITAL ADVISORY GROUP Service code 27 · EIN 45-2156557 | Advisory (Plan) | $9,679 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,731 | $38,075-3.5% | $93,406-60.7% | $73,488-50.0% |
| Participation rate | 90.2% | 56.7%+33.5pp | 66.8%+23.4pp | 70.7%+19.5pp |
| Annual return | 9.30% | 17.59%-8.3pp | 78.05%-68.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $929 | $1,117-16.8% | $2,075-55.2% | $2,270-59.1% |
| Participant deferral / active EE | $2,214 | $2,012+10.0% | $3,126-29.2% | $3,740-40.8% |
| Admin fee / account holder | $176 | $351-49.8% | $5,230-96.6% | $513-65.6% |