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 LLC2+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $25,503 |
DIVERSIFIED TRUST COMPANY2+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $21,963 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,382 | $42,546-35.6% | $71,796-61.9% | $55,167-50.4% |
| Participation rate | 70.5% | 59.1%+11.4pp | 69.1%+1.4pp | 69.0%+1.5pp |
| Annual return | 4.95% | 12.36%-7.4pp | 78.04%-73.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $897 | $803+11.6% | $1,924-53.4% | $1,963-54.3% |
| Participant deferral / active EE | $2,797 | $2,064+35.5% | $2,794+0.1% | $3,054-8.4% |
| Admin fee / account holder | $137 | $650-78.9% | $4,815-97.2% | $504-72.8% |