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 9-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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,985 |
WIPFLI LLP1 year Filed as: WIPFLI CPAS Service code 10 · EIN 39-0758449 | Accounting | $8,800 |
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 | $29,627 | $65,376-54.7% | $87,100-66.0% | $65,185-54.5% |
| Participation rate | 80.7% | 75.3%+5.3pp | 76.9%+3.8pp | 70.2%+10.5pp |
| Annual return | 21.99% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $784 | $1,822-57.0% | $2,521-68.9% | $2,177-64.0% |
| Participant deferral / active EE | $2,834 | $3,388-16.3% | $4,049-30.0% | $3,514-19.3% |
| Admin fee / account holder | $122 | $520-76.5% | $7,497-98.4% | $847-85.6% |