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 | $16,320 |
BLATT & DAUMAN LLP5 years Filed as: BLATT & DAUMAN, CPAS Service code 10 · EIN 11-2778625 | Accounting | $5,100 |
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 | $84,910 | $84,487+0.5% | $125,339-32.3% | $66,914+26.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.56% | -8.39%-10.2pp | 572.05%-590.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,183 | $3,553-66.7% | $4,814-75.4% | $2,544-53.5% |
| Participant deferral / active EE | $6,487 | $6,781-4.3% | $7,446-12.9% | $4,237+53.1% |
| Admin fee / account holder | $219 | $685-68.0% | $10,010-97.8% | $593-63.1% |