See peer percentile detail. $4.99 for your first month.
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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 | $72,391 |
ASCENSUS LLC4 years Filed as: ERISA SERVICES MIDWEST LLC Service code 15 · EIN 84-2028419 | Recordkeeping | $50,453 |
Filed as: PRIME CAPITAL INV ADVISORS, LLC Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,512 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,910 | $82,917-62.7% | $103,333-70.1% | $77,643-60.2% |
| Participation rate | 88.1% | 71.6%+16.5pp | 74.5%+13.6pp | 70.6%+17.5pp |
| Annual return | 11.13% | 19.13%-8.0pp | 24.88%-13.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $2,871 | $3,552-19.2% | $3,868-25.8% | $2,726+5.3% |
| Participant deferral / active EE | $3,787 | $4,108-7.8% | $5,057-25.1% | $4,647-18.5% |
| Admin fee / account holder | $224 | $638-64.9% | $8,355-97.3% | $430-47.9% |