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 37 · EIN 04-2647786 | Loan Processing | $23,579 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 16 · EIN 90-0142264 | Consulting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,587 | $53,412+11.6% | $68,509-13.0% | $52,331+13.9% |
| Participation rate | 95.2% | 71.7%+23.5pp | 74.7%+20.4pp | 68.1%+27.1pp |
| Annual return | -0.16% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,907 | $1,607+18.6% | $2,278-16.3% | $1,882+1.3% |
| Participant deferral / active EE | $3,645 | $2,688+35.6% | $3,382+7.8% | $3,022+20.6% |
| Admin fee / account holder | $137 | $461-70.3% | $5,275-97.4% | $592-76.9% |