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 8-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 15 · EIN 13-3689044 | Recordkeeping | $54,287 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST LLC Service code 15 · EIN 84-2028419 | Recordkeeping | $40,067 |
Filed as: PRIME CAPITAL INV ADVISORS, LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $25,658 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $8,240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,510 | $92,971-64.0% | $96,683-65.3% | $74,419-55.0% |
| Participation rate | 85.5% | 71.5%+13.9pp | 74.3%+11.1pp | 70.7%+14.8pp |
| Annual return | 14.39% | 37.49%-23.1pp | 35.69%-21.3pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,685 | $3,426-21.6% | $3,737-28.1% | $2,637+1.8% |
| Participant deferral / active EE | $4,009 | $3,970+1.0% | $4,878-17.8% | $4,528-11.5% |
| Admin fee / account holder | $217 | $633-65.8% | $6,730-96.8% | $348-37.7% |