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 |
|---|---|---|
MATHER & CO., CPAS, LLC3 years Filed as: MATHER AND COMPANY CPAS LLC Service code 99 · EIN 61-1210177 | Other Fees | $8,000 |
ASCENSUS LLC9 years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 49 · EIN 31-1560462 | Other Services | $4,079 |
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 | $66,176 | $59,402+11.4% | $93,654-29.3% | $74,546-11.2% |
| Participation rate | 53.0% | 59.7%-6.6pp | 68.7%-15.7pp | 67.2%-14.2pp |
| Annual return | 15.29% | 81.86%-66.6pp | 133.34%-118.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $622 | $1,265-50.8% | $2,421-74.3% | $2,624-76.3% |
| Participant deferral / active EE | $2,205 | $3,049-27.7% | $4,413-50.0% | $4,347-49.3% |
| Admin fee / account holder | $131 | $3,023-95.7% | $8,282-98.4% | $1,944-93.2% |