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 LLC7 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 15 · EIN 90-0142264 | Recordkeeping | $80,610 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,809 |
CLIFTONLARSONALLEN LLP1 year Service code 15 · EIN 41-0746749 | Recordkeeping | $12,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,068 | $49,808+28.6% | $95,745-33.1% | $74,419-13.9% |
| Participation rate | 94.0% | 66.6%+27.4pp | 72.3%+21.7pp | 70.7%+23.2pp |
| Annual return | 17.60% | 24.91%-7.3pp | 28.35%-10.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,850 | $1,639+12.9% | $2,835-34.7% | $2,637-29.9% |
| Participant deferral / active EE | $4,699 | $3,739+25.7% | $4,245+10.7% | $4,528+3.8% |
| Admin fee / account holder | $319 | $311+2.6% | $5,678-94.4% | $348-8.3% |