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 | $83,369+131.6% | $105,223+83.5% | $67,986+184.0% |
| Participation rate | 97.3% | 56.3%+41.0pp | 75.0%+22.3pp | 57.2%+40.1pp |
| Annual return | 10.11% | 24.64%-14.5pp | 180.65%-170.5pp | 31.67%-21.6pp |
| Employer contribution / active EE | $1,112 | $2,541-56.2% | $3,689-69.8% | $2,019-44.9% |
| Participant deferral / active EE | $4,767 | $3,295+44.7% | $5,072-6.0% | $3,358+42.0% |
| Admin fee / account holder | $369 | $4,073-90.9% | $8,859-95.8% | $3,203-88.5% |