See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,434 |
LWI FINANCIAL INC1 year Filed as: LWI FINANCIAL, INC. Service code 27 10 ALMADEN BLVD. · SAN JOSE, CA 95113 | Advisory (Plan) | $4,663 |
TRIBECA FINANCIAL LLC2 years Service code 27 1635 N. GREENFIELD RD. · MESA, AZ 85205 | Advisory (Plan) | $4,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,360 | $64,871-60.9% | $129,110-80.4% | $66,914-62.1% |
| Participation rate | 63.2% | 74.0%-10.8pp | 77.3%-14.1pp | 69.8%-6.6pp |
| Annual return | -14.65% | -12.21%-2.4pp | -10.94%-3.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,212 | $3,741-67.6% | $5,052-76.0% | $2,544-52.4% |
| Participant deferral / active EE | $2,957 | $5,090-41.9% | $6,542-54.8% | $4,237-30.2% |
| Admin fee / account holder | $174 | $629-72.3% | $14,302-98.8% | $593-70.6% |