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 LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $24,095 |
DIVERSIFIED TRUST COMPANY1+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $21,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,387 | $39,245-32.8% | $64,105-58.8% | $52,331-49.6% |
| Participation rate | 68.5% | 58.2%+10.2pp | 68.2%+0.3pp | 68.1%+0.4pp |
| Annual return | 2.95% | 14.79%-11.8pp | 791.24%-788.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $979 | $736+33.0% | $1,820-46.2% | $1,882-48.0% |
| Participant deferral / active EE | $2,983 | $1,992+49.8% | $2,822+5.7% | $3,022-1.3% |
| Admin fee / account holder | $168 | $592-71.7% | $4,499-96.3% | $592-71.7% |