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 33 · EIN 11-3665754 | Securities brokerage; Sub-transfer ag... | $4,910 |
UNITED OF OMAHA10+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,758 | $55,472-40.9% | $155,567-78.9% | $74,546-56.1% |
| Participation rate | 39.7% | 61.9%-22.2pp | 78.2%-38.5pp | 67.2%-27.5pp |
| Annual return | 13.18% | 268.72%-255.5pp | 64.74%-51.6pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $15 | $2,269-99.3% | $4,674-99.7% | $2,624-99.4% |
| Participant deferral / active EE | $1,406 | $2,838-50.4% | $5,628-75.0% | $4,347-67.7% |
| Admin fee / account holder | $86 | $1,743-95.1% | $15,916-99.5% | $1,944-95.6% |