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 27 · EIN 59-1531281 | Advisory (Plan) | $20,926 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,789 |
INVESCO2+ years Service code 50 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407 | Direct Payment | $17,110 |
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 | $105,002 | $63,905+64.3% | $74,183+41.5% | $57,658+82.1% |
| Participation rate | 96.3% | 79.8%+16.6pp | 76.6%+19.7pp | 70.2%+26.1pp |
| Annual return | 7.37% | 60.60%-53.2pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,846 | $1,840+0.3% | $2,370-22.1% | $1,974-6.5% |
| Participant deferral / active EE | $3,159 | $3,448-8.4% | $3,550-11.0% | $3,061+3.2% |
| Admin fee / account holder | $131 | $91+43.8% | $5,586-97.7% | $95+38.5% |