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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,895 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,489 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,769 | $102,317+24.9% | $146,958-13.1% | $80,856+58.0% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $10,150 | $3,713+173.4% | $4,933+105.8% | $2,755+268.4% |
| Participant deferral / active EE | $11,315 | $6,644+70.3% | $8,070+40.2% | $4,296+163.4% |
| Admin fee / account holder | $534 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |