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 |
|---|---|---|
RETIREMENT PLANS, INC.2 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $40,617 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $8,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,936-100.0% | $111,297-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 77.3%-77.3pp | 70.7%-70.7pp |
| Annual return | 11.91% | 17.45%-5.5pp | 54.65%-42.7pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,001 | $1,979-49.4% | $2,731-63.3% | $2,427-58.8% |
| Participant deferral / active EE | $3,284 | $3,888-15.6% | $4,487-26.8% | $4,046-18.8% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |