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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,760 |
BB&T6 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $1,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,509 | $58,290-42.5% | $98,442-66.0% | $86,799-61.4% |
| Participation rate | 19.8% | 68.3%-48.6pp | 73.3%-53.6pp | 72.3%-52.5pp |
| Annual return | 16.72% | 43.48%-26.8pp | 1492.73%-1476.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $529 | $2,008-73.6% | $2,960-82.1% | $2,405-78.0% |
| Participant deferral / active EE | $1,091 | $3,152-65.4% | $4,276-74.5% | $4,131-73.6% |
| Admin fee / account holder | $87 | $138-36.9% | $5,949-98.5% | $170-48.8% |