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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $55,216 |
Filed as: HOTTEL & WILLIS P.C. Service code 10 314 N BRADDOCK STREET · WINCHESTER, VA 22601 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,132 | $44,642+21.3% | $91,220-40.7% | $66,914-19.1% |
| Participation rate | 85.6% | 64.9%+20.7pp | 73.2%+12.4pp | 69.8%+15.8pp |
| Annual return | -18.59% | -12.29%-6.3pp | 114.01%-132.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,313 | $1,706-23.0% | $2,850-53.9% | $2,544-48.4% |
| Participant deferral / active EE | $3,795 | $3,349+13.3% | $4,234-10.4% | $4,237-10.4% |
| Admin fee / account holder | $395 | $521-24.3% | $5,420-92.7% | $593-33.4% |