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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,734 |
Filed as: YOUNT HYDE & BARBOUR PC Service code 10 PO BOX 63168 · CHARLOTTE, NC 28263 | Accounting | $20,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,830 | $51,315+16.6% | $95,745-37.5% | $71,457-16.3% |
| Participation rate | 76.5% | 63.0%+13.5pp | 72.3%+4.2pp | 67.9%+8.6pp |
| Annual return | 8.78% | 25.26%-16.5pp | 28.35%-19.6pp | 28.85%-20.1pp |
| Employer contribution / active EE | $6,075 | $1,819+234.0% | $2,835+114.3% | $2,588+134.8% |
| Participant deferral / active EE | $3,331 | $3,358-0.8% | $4,245-21.5% | $4,289-22.3% |
| Admin fee / account holder | $387 | $1,137-65.9% | $5,678-93.2% | $1,587-75.6% |