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 |
|---|---|---|
MENGEL, METZGER, BARR & CO. LLP2+ years Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $7,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,257 | $56,629-21.8% | $77,999-43.3% | $55,167-19.8% |
| Participation rate | 37.0% | 73.3%-36.3pp | 75.5%-38.5pp | 69.0%-32.0pp |
| Annual return | 5.43% | 2866.98%-2861.6pp | 425.96%-420.5pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,339 | $2,777-51.8% | $3,497-61.7% | $3,054-56.1% |
| Admin fee / account holder | $68 | $467-85.5% | $5,480-98.8% | $504-86.6% |