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 7-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 33 · EIN 11-3665754 | Direct payment from the plan; Sub-tra... | $2,885 |
UNITED OF OMAHA7+ years Service code 37 · EIN 47-0322111 | Loan Processing | $1,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,780 | $79,700-75.2% | $153,485-87.1% | $74,495-73.4% |
| Participation rate | 66.4% | 69.8%-3.4pp | 77.1%-10.6pp | 67.2%-0.8pp |
| Annual return | 12.75% | 15.07%-2.3pp | 15.65%-2.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,589 | $4,016-60.4% | $5,039-68.5% | $2,623-39.4% |
| Participant deferral / active EE | $2,217 | $5,315-58.3% | $6,757-67.2% | $4,346-49.0% |
| Admin fee / account holder | $80 | $1,790-95.5% | $12,724-99.4% | $1,942-95.9% |