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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $36,288 |
GIBBONS & KAWASH1 year Service code 10 707 VIRGINIA ST E · CHARLESTON, WV 25301 | Accounting | $12,500 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $7,594 |
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 | $115,303 | $155,795-26.0% | $136,294-15.4% | $69,631+65.6% |
| Participation rate | 85.2% | 75.2%+9.9pp | 81.9%+3.2pp | 70.7%+14.5pp |
| Annual return | 19.21% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $3,773 | $2,991+26.1% | $4,695-19.6% | $2,032+85.7% |
| Participant deferral / active EE | $5,586 | $5,394+3.6% | $6,247-10.6% | $3,224+73.3% |
| Admin fee / account holder | $133 | $128+3.9% | $9,243-98.6% | $110+20.7% |