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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $65,030 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 710 GREEN STREET · GAINESVILLE, GA 30501 | Advisory (Plan) | $52,895 |
MAULDIN & JENKINS3 years Filed as: MAULDIN & JENKINS CPAS & ADVISORS Service code 10 200 GALLERIA PKWY, SE · ATLANTA, GA 30339 | Accounting | $16,500 |
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 | $55,121 | $30,147+82.8% | $58,482-5.7% | $80,160-31.2% |
| Participation rate | 23.8% | 34.4%-10.6pp | 50.9%-27.0pp | 72.9%-49.1pp |
| Annual return | 17.19% | 21.97%-4.8pp | 4239.32%-4222.1pp | 40.38%-23.2pp |
| Employer contribution / active EE | $490 | $528-7.2% | $1,053-53.5% | $2,978-83.5% |
| Participant deferral / active EE | $1,071 | $1,249-14.3% | $1,924-44.3% | $5,017-78.7% |
| Admin fee / account holder | $240 | $195+23.1% | $2,516-90.5% | $145+65.3% |