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 LLC9 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 15 · EIN 90-0142264 | Recordkeeping | $63,664 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,390 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $12,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,907 | $55,371+69.6% | $95,585-1.8% | $74,304+26.4% |
| Participation rate | 84.3% | 53.8%+30.5pp | 72.1%+12.2pp | 60.3%+23.9pp |
| Annual return | 16.59% | 24.26%-7.7pp | 38.56%-22.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,754 | $1,437+22.1% | $2,527-30.6% | $2,241-21.7% |
| Participant deferral / active EE | $5,000 | $2,955+69.2% | $4,023+24.3% | $3,767+32.7% |
| Admin fee / account holder | $312 | $2,620-88.1% | $6,127-94.9% | $2,969-89.5% |