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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,026 |
WIPFLI LLP5 years Filed as: WIPFLI Service code 10 100 TRI STATE INTERNATIONAL · LINCOLNSHIRE, IL 60069 | Accounting | $20,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,595 | $88,890-65.6% | $102,423-70.1% | $77,643-60.6% |
| Participation rate | 89.7% | 80.9%+8.8pp | 76.5%+13.2pp | 70.6%+19.2pp |
| Annual return | 12.08% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $997 | $2,698-63.1% | $3,023-67.0% | $2,726-63.4% |
| Participant deferral / active EE | $3,291 | $5,145-36.0% | $5,053-34.9% | $4,647-29.2% |
| Admin fee / account holder | $145 | $235-38.3% | $9,451-98.5% | $430-66.2% |