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 | $24,521 |
HHM CPAS1 year Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $10,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,655 | $60,989+96.2% | $60,874+96.6% | $66,914+78.8% |
| Participation rate | 28.5% | 74.5%-46.0pp | 73.1%-44.6pp | 69.8%-41.3pp |
| Annual return | -14.34% | -9.60%-4.7pp | 16.90%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,099 | $3,615-69.6% | $3,817-71.2% | $4,237-74.1% |
| Admin fee / account holder | $318 | $338-6.1% | $3,224-90.1% | $593-46.4% |