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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $78,905 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 710 GREEN STREET · GAINESVILLE, GA 30501 | Advisory (Plan) | $44,729 |
MAULDIN & JENKINS4 years Filed as: MAULDIN & JENKINS CPAS & ADVISORS Service code 10 200 GALLERIA PKWY, SE · ATLANTA, GA 30339 | Accounting | $33,685 |
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 | $59,857 | $31,741+88.6% | $56,411+6.1% | $199,593-70.0% |
| Participation rate | 22.6% | 32.3%-9.7pp | 52.5%-29.8pp | 72.0%-49.3pp |
| Annual return | 12.17% | 14.72%-2.5pp | 1701.33%-1689.2pp | 34.25%-22.1pp |
| Employer contribution / active EE | $505 | $508-0.4% | $1,039-51.3% | $3,034-83.3% |
| Participant deferral / active EE | $1,122 | $1,184-5.2% | $1,952-42.5% | $5,087-77.9% |
| Admin fee / account holder | $268 | $426-37.0% | $2,829-90.5% | $269-0.1% |