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 13 · EIN 42-0127290 | Contract Administrator | $48,499 |
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 49 · EIN 03-0491379 | Other Services | $10,300 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $4,542 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $16,619 | $63,114-73.7% | $92,893-82.1% | $65,185-74.5% |
| Participation rate | 74.2% | 68.8%+5.4pp | 76.0%-1.8pp | 70.2%+4.0pp |
| Annual return | 17.78% | 28.75%-11.0pp | 109.41%-91.6pp | 29.38%-11.6pp |
| Employer contribution / active EE | $4,851 | $2,571+88.7% | $3,653+32.8% | $2,177+122.9% |
| Participant deferral / active EE | $1,582 | $3,108-49.1% | $4,236-62.7% | $3,514-55.0% |
| Admin fee / account holder | $228 | $624-63.4% | $5,794-96.1% | $847-73.0% |