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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,612 |
Filed as: FIRST CITIZENS BANK & TRUST. Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $18,946 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $1,026 |
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 | $33,769 | $72,607-53.5% | $90,749-62.8% | $66,914-49.5% |
| Participation rate | 63.9% | 73.7%-9.8pp | 75.7%-11.8pp | 69.8%-5.9pp |
| Annual return | -17.05% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,510 | $3,977-36.9% | $4,564-45.0% | $4,237-40.8% |
| Admin fee / account holder | $292 | $707-58.7% | $8,445-96.5% | $593-50.8% |