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 Service code 15 · EIN 11-3665754 | Recordkeeping | $79,406 |
MIAI INC1 year Service code 27 12222 MERIT DR · DALLAS, TX 752513216 | Advisory (Plan) | $18,605 |
Filed as: LANE GORMAN TRUBITT, LLC Service code 10 · EIN 75-1044330 | Accounting | $17,000 |
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 | $25,599 | $91,517-72.0% | $101,248-74.7% | $73,409-65.1% |
| Participation rate | 96.5% | 73.8%+22.8pp | 75.8%+20.7pp | 72.2%+24.4pp |
| Annual return | 15.39% | 17.17%-1.8pp | 46.47%-31.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,133 | $2,877-60.6% | $3,660-69.0% | $2,234-49.3% |
| Participant deferral / active EE | $5,082 | $3,338+52.2% | $4,370+16.3% | $3,805+33.6% |
| Admin fee / account holder | $102 | $216-52.7% | $5,945-98.3% | $158-35.3% |