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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,899 |
AMERICAN FUNDS5 years Filed as: CAPITAL ADVISORY GROUP Service code 27 · EIN 45-2156557 | Advisory (Plan) | $9,266 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,544 | $39,195-32.3% | $98,755-73.1% | $79,386-66.6% |
| Participation rate | 83.9% | 59.8%+24.1pp | 65.7%+18.2pp | 70.7%+13.2pp |
| Annual return | 11.40% | 19.95%-8.6pp | 49.91%-38.5pp | 116.85%-105.5pp |
| Employer contribution / active EE | $485 | $1,334-63.7% | $2,067-76.5% | $2,427-80.0% |
| Participant deferral / active EE | $2,364 | $2,333+1.3% | $3,035-22.1% | $4,046-41.6% |
| Admin fee / account holder | $162 | $365-55.7% | $4,076-96.0% | $626-74.2% |