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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $68,885 |
Service code 27 1230 PEACHTREE STREET NE · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $14,902 |
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 | $56,735 | $67,512-16.0% | $185,823-69.5% | $93,030-39.0% |
| Participation rate | 77.8% | 67.1%+10.7pp | 81.7%-3.9pp | 73.9%+3.9pp |
| Annual return | 14.13% | 21.04%-6.9pp | 122.05%-107.9pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,098 | $1,783+17.6% | $5,167-59.4% | $2,706-22.5% |
| Participant deferral / active EE | $2,985 | $3,035-1.7% | $5,568-46.4% | $4,562-34.6% |
| Admin fee / account holder | $90 | $318-71.6% | $16,237-99.4% | $152-40.5% |