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 | $52,391 |
Service code 27 1230 PEACHTREE STREET NE · ATLANTA, GA 30309 | Advisory (Plan) | $51,919 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,067 | $86,944+122.1% | $107,525+79.6% | $74,304+159.8% |
| Participation rate | 97.3% | 59.6%+37.8pp | 75.1%+22.2pp | 60.3%+37.0pp |
| Annual return | 10.11% | 23.52%-13.4pp | 181.32%-171.2pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,112 | $2,757-59.7% | $3,754-70.4% | $2,241-50.4% |
| Participant deferral / active EE | $4,767 | $3,554+34.1% | $5,116-6.8% | $3,767+26.5% |
| Admin fee / account holder | $369 | $3,727-90.1% | $8,919-95.9% | $2,969-87.6% |