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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,027 |
Filed as: GLOBAL RETIREMENT PARTNERS. Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,500 |
RKL LLP2 years Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $12,272 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,004 | $87,870-2.1% | $113,168-24.0% | $74,304+15.7% |
| Participation rate | 95.1% | 70.7%+24.3pp | 76.6%+18.5pp | 60.3%+34.7pp |
| Annual return | 20.30% | 26.44%-6.1pp | 24.27%-4.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,022 | $2,277-55.1% | $2,975-65.6% | $2,241-54.4% |
| Participant deferral / active EE | $2,973 | $4,241-29.9% | $5,107-41.8% | $3,767-21.1% |
| Admin fee / account holder | $227 | $3,368-93.3% | $12,068-98.1% | $2,969-92.3% |