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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $64,108 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 710 GREEN STREET · GAINESVILLE, GA 30501 | Advisory (Plan) | $49,584 |
MAULDIN & JENKINS2 years Filed as: MAULDIN & JENKINS CPAS & ADVISORS Service code 10 200 GALLERIA PKWY, SE · ATLANTA, GA 30339 | Accounting | $16,589 |
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 | $48,756 | $26,906+81.2% | $61,373-20.6% | $77,904-37.4% |
| Participation rate | 24.0% | 33.4%-9.4pp | 52.6%-28.5pp | 73.7%-49.7pp |
| Annual return | -10.66% | -14.46%+3.8pp | 338.61%-349.3pp | 12.21%-22.9pp |
| Employer contribution / active EE | $453 | $521-13.1% | $1,159-61.0% | $2,848-84.1% |
| Participant deferral / active EE | $1,004 | $1,180-14.9% | $2,125-52.7% | $4,806-79.1% |
| Admin fee / account holder | $253 | $117+116.7% | $2,130-88.1% | $133+91.2% |