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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $63,208 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $11,203 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,167 | $46,292+38.6% | $143,757-55.4% | $64,808-1.0% |
| Participation rate | 56.0% | 64.2%-8.2pp | 80.3%-24.3pp | 71.5%-15.4pp |
| Annual return | -3.21% | -10.05%+6.8pp | -0.04%-3.2pp | 32.82%-36.0pp |
| Employer contribution / active EE | $566 | $1,910-70.4% | $4,951-88.6% | $2,506-77.4% |
| Participant deferral / active EE | $3,329 | $2,646+25.8% | $5,637-40.9% | $4,310-22.8% |
| Admin fee / account holder | $100 | $154-35.1% | $14,673-99.3% | $188-46.9% |