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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,486 |
LANE GORMAN TRUBITT, PLLC2 years Filed as: LANE GORMAN TRUBITT Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $15,500 |
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 | $22,054 | $60,545-63.6% | $92,233-76.1% | $69,631-68.3% |
| Participation rate | 97.0% | 72.2%+24.9pp | 76.5%+20.5pp | 70.7%+26.3pp |
| Annual return | 16.49% | 19.71%-3.2pp | 176.28%-159.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $553 | $2,633-79.0% | $3,679-85.0% | $2,032-72.8% |
| Participant deferral / active EE | $3,636 | $2,828+28.6% | $3,897-6.7% | $3,224+12.8% |
| Admin fee / account holder | $69 | $145-52.3% | $5,194-98.7% | $110-37.4% |