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 LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,721 |
LAKE CITY BANK4+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $5,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,990 | $61,660-57.8% | $80,019-67.5% | $64,186-59.5% |
| Participation rate | 68.5% | 71.7%-3.2pp | 75.8%-7.3pp | 69.6%-1.1pp |
| Annual return | -4.15% | -0.33%-3.8pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $832 | $1,810-54.0% | $2,468-66.3% | $2,381-65.1% |
| Participant deferral / active EE | $2,240 | $2,968-24.5% | $3,686-39.2% | $3,470-35.4% |
| Admin fee / account holder | $172 | $5,417-96.8% | $6,521-97.4% | $4,888-96.5% |