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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719843 4999 LOUISE DRIVE, SUITE 205 · MECHANICSBURG, PA 17055 | Recordkeeping | $72,864 |
KOBAYASHI & COMPANY5+ years Filed as: KOBAYASHI & CO Service code 34 · EIN 95-4297925 3871 E. COLORADO BLVD. · PASADENA, CA 91107 | Valuation (appraisals, etc.) | $28,727 |
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 | $211,752 | $127,218+66.4% | $392,568-46.1% | $77,787+172.2% |
| Participation rate | 55.9% | 82.0%-26.1pp | 78.1%-22.2pp | 73.2%-17.3pp |
| Annual return | 32.78% | 25.27%+7.5pp | 24.42%+8.4pp | 32.57%+0.2pp |
| Employer contribution / active EE | $1,445 | $3,064-52.8% | $3,783-61.8% | $2,504-42.3% |
| Participant deferral / active EE | $3,155 | $4,820-34.5% | $5,985-47.3% | $3,967-20.5% |
| Admin fee / account holder | $79 | $89-11.3% | $6,260-98.7% | $100-21.1% |