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 6-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 Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $4,613 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,030 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,812 | $53,165-75.9% | $86,188-85.1% | $74,419-82.8% |
| Participation rate | 73.5% | 64.9%+8.7pp | 69.0%+4.6pp | 70.7%+2.8pp |
| Annual return | 23.89% | 22.64%+1.3pp | 1168.45%-1144.6pp | 34.38%-10.5pp |
| Employer contribution / active EE | $1,713 | $1,210+41.6% | $2,380-28.0% | $2,637-35.1% |
| Participant deferral / active EE | $3,361 | $3,234+3.9% | $3,985-15.7% | $4,528-25.8% |
| Admin fee / account holder | $170 | $551-69.2% | $6,852-97.5% | $348-51.1% |