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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,418 |
Filed as: LANE GORMAN TRUBITT Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $16,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,368 | $57,921-63.1% | $84,750-74.8% | $57,658-62.9% |
| Participation rate | 94.6% | 72.9%+21.6pp | 76.6%+18.0pp | 70.2%+24.3pp |
| Annual return | 8.97% | 10.24%-1.3pp | 22.78%-13.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $317 | $2,598-87.8% | $3,574-91.1% | $1,974-83.9% |
| Participant deferral / active EE | $3,425 | $2,742+24.9% | $3,712-7.7% | $3,061+11.9% |
| Admin fee / account holder | $69 | $130-47.0% | $5,332-98.7% | $95-27.3% |