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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,216 |
HOWE, RILEY & HOWE PLLC3+ years Filed as: HOWE & CO Service code 10 1201 WALNUT ST · KANSAS CITY, MO 64106 | Accounting | $9,704 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,946 | $44,873+2.4% | $79,464-42.2% | $56,287-18.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 73.3%+22.9pp | 69.9%+26.4pp |
| Annual return | -7.54% | 0.81%-8.4pp | 718.14%-725.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $943 | $2,140-55.9% | $2,800-66.3% | $2,111-55.3% |
| Participant deferral / active EE | $2,511 | $2,746-8.5% | $3,704-32.2% | $3,350-25.0% |
| Admin fee / account holder | $167 | $418-60.0% | $5,113-96.7% | $521-67.9% |