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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,146 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $7,050 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,332 | $47,977-74.3% | $154,107-92.0% | $56,287-78.1% |
| Participation rate | 71.7% | 66.2%+5.6pp | 83.0%-11.3pp | 69.9%+1.9pp |
| Annual return | -2.25% | 3.54%-5.8pp | 735.12%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,173 | $2,169-45.9% | $5,298-77.9% | $2,111-44.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $106 | $438-75.7% | $13,411-99.2% | $521-79.6% |