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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,091 |
Filed as: ALLIANT RETIREMENT Service code 27 701 B STREET · SAN DIEGO, CA 92101 | Advisory (Plan) | $10,000 |
LPL FINANCIAL9 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,549 | $89,436-27.8% | $164,813-60.8% | $77,643-16.9% |
| Participation rate | 65.7% | 78.6%-12.9pp | 78.6%-12.9pp | 70.6%-4.8pp |
| Annual return | 14.61% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $404 | $2,569-84.3% | $4,341-90.7% | $2,726-85.2% |
| Participant deferral / active EE | $3,480 | $4,897-28.9% | $6,031-42.3% | $4,647-25.1% |
| Admin fee / account holder | $159 | $339-53.1% | $12,690-98.7% | $430-63.0% |