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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,249 |
WIPFLI LLP1 year Service code 10 PO BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $9,950 |
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 | $28,258 | $65,435-56.8% | $86,677-67.4% | $66,914-57.8% |
| Participation rate | 82.1% | 75.5%+6.6pp | 76.6%+5.5pp | 69.8%+12.2pp |
| Annual return | -17.16% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $855 | $2,153-60.3% | $2,836-69.9% | $2,544-66.4% |
| Participant deferral / active EE | $2,997 | $4,100-26.9% | $4,656-35.6% | $4,237-29.3% |
| Admin fee / account holder | $145 | $642-77.4% | $7,493-98.1% | $593-75.5% |