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 | $55,189 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $17,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,632 | $56,485+39.2% | $185,823-57.7% | $86,799-9.4% |
| Participation rate | 49.4% | 65.5%-16.1pp | 81.7%-32.3pp | 72.3%-22.9pp |
| Annual return | 13.97% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $514 | $1,843-72.1% | $5,167-90.1% | $2,405-78.6% |
| Participant deferral / active EE | $3,062 | $2,553+19.9% | $5,568-45.0% | $4,131-25.9% |
| Admin fee / account holder | $110 | $150-26.5% | $16,237-99.3% | $170-35.2% |