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 LLC3+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $27,240 |
DIVERSIFIED TRUST COMPANY3+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $24,642 |
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 | $30,360 | $51,466-41.0% | $78,778-61.5% | $62,292-51.3% |
| Participation rate | 72.4% | 59.8%+12.6pp | 69.2%+3.2pp | 69.5%+2.8pp |
| Annual return | 15.74% | 19.96%-4.2pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $901 | $827+8.9% | $1,986-54.6% | $2,042-55.9% |
| Participant deferral / active EE | $2,867 | $2,147+33.5% | $2,958-3.1% | $3,169-9.5% |
| Admin fee / account holder | $199 | $489-59.4% | $5,134-96.1% | $479-58.5% |