See peer percentile detail. $4.99 for your first month.
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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 Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $7,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,310 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,252 | $52,953-67.4% | $172,739-90.0% | $65,185-73.5% |
| Participation rate | 67.5% | 66.2%+1.3pp | 82.6%-15.2pp | 70.2%-2.7pp |
| Annual return | 20.55% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $438 | $2,190-80.0% | $5,143-91.5% | $2,177-79.9% |
| Participant deferral / active EE | $2,204 | $2,471-10.8% | $5,198-57.6% | $3,514-37.3% |
| Admin fee / account holder | $98 | $472-79.1% | $13,954-99.3% | $847-88.4% |