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 Service code 15 · EIN 11-3665754 | Recordkeeping | $127,338 |
WHEELER RETIREMENT PLANS LLC2 years Filed as: WHEELER RETIREMENT PLANS, LLC Service code 27 324 W. SUPERIOR ST · DULUTH, MN 55802 | Advisory (Plan) | $73,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,619 | $122,186-61.0% | $146,958-67.6% | $199,593-76.1% |
| Participation rate | 68.3% | 78.3%-10.0pp | 82.2%-13.9pp | 72.0%-3.7pp |
| Annual return | 16.77% | 30.56%-13.8pp | 418.34%-401.6pp | 34.25%-17.5pp |
| Employer contribution / active EE | $1,073 | $4,093-73.8% | $4,933-78.2% | $3,034-64.6% |
| Participant deferral / active EE | $5,404 | $8,502-36.4% | $8,070-33.0% | $5,087+6.2% |
| Admin fee / account holder | $168 | $179-6.2% | $12,998-98.7% | $269-37.7% |