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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $45,216 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $31,024 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,411 | $55,416-9.0% | $75,972-33.6% | $77,643-35.1% |
| Participation rate | 87.7% | 63.6%+24.1pp | 69.1%+18.6pp | 70.6%+17.1pp |
| Annual return | 12.93% | 17.07%-4.1pp | 359.55%-346.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $235 | $1,788-86.9% | $2,685-91.3% | $2,726-91.4% |
| Participant deferral / active EE | $3,856 | $3,447+11.9% | $4,255-9.4% | $4,647-17.0% |
| Admin fee / account holder | $176 | $414-57.5% | $6,467-97.3% | $430-59.2% |