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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,525 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 1590 DUTCH RD · DIXON, IL 61021 | Accounting | $8,900 |
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 | $42,448 | $73,638-42.4% | $95,952-55.8% | $73,488-42.2% |
| Participation rate | 77.4% | 76.2%+1.2pp | 77.1%+0.3pp | 70.7%+6.7pp |
| Annual return | 14.57% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $646 | $1,863-65.3% | $2,541-74.6% | $2,270-71.5% |
| Participant deferral / active EE | $3,135 | $3,617-13.3% | $4,167-24.8% | $3,740-16.2% |
| Admin fee / account holder | $200 | $482-58.5% | $6,795-97.1% | $513-61.0% |