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 13 · EIN 42-0127290 | Contract Administrator | $19,503 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $5,976 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $5,554 |
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 | $20,802 | $65,061-68.0% | $143,757-85.5% | $66,914-68.9% |
| Participation rate | 25.8% | 65.2%-39.4pp | 80.3%-54.6pp | 69.8%-44.1pp |
| Annual return | -1.40% | -11.14%+9.7pp | -0.04%-1.4pp | 1.58%-3.0pp |
| Employer contribution / active EE | $687 | $2,361-70.9% | $4,951-86.1% | $2,544-73.0% |
| Participant deferral / active EE | $1,727 | $2,919-40.8% | $5,637-69.4% | $4,237-59.2% |
| Admin fee / account holder | $262 | $502-47.9% | $14,673-98.2% | $593-55.9% |