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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,046 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 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 | $20,525 | $56,443-63.6% | $83,848-75.5% | $55,725-63.2% |
| Participation rate | 31.0% | 72.0%-41.1pp | 76.1%-45.2pp | 70.9%-39.9pp |
| Annual return | -5.02% | 393.67%-398.7pp | 850.88%-855.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $940 | $2,965-68.3% | $4,082-77.0% | $3,356-72.0% |
| Admin fee / account holder | $121 | $156-22.3% | $5,478-97.8% | $115+5.5% |