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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $54,382 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $11,464 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $90,679 | $50,815+78.4% | $155,509-41.7% | $77,643+16.8% |
| Participation rate | 57.9% | 63.1%-5.2pp | 78.2%-20.3pp | 70.6%-12.7pp |
| Annual return | 13.22% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,306 | $1,993+15.7% | $4,672-50.6% | $2,726-15.4% |
| Participant deferral / active EE | $5,019 | $2,822+77.8% | $5,626-10.8% | $4,647+8.0% |
| Admin fee / account holder | $29 | $437-93.3% | $15,912-99.8% | $430-93.2% |