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 LLC7 years Filed as: ASCENSUS, LLC Service code 49 · EIN 82-3719843 | Other Services | $242,610 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,029 |
NWK GROUP, INC.10+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$183,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $703,097 | $53,136+1223.2% | $155,509+352.1% | $199,593+252.3% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 16.50% | 41.15%-24.6pp | 64.67%-48.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $30,141 | $1,851+1528.4% | $4,672+545.1% | $3,034+893.4% |
| Participant deferral / active EE | $20,476 | $3,161+547.8% | $5,626+263.9% | $5,087+302.5% |
| Admin fee / account holder | $140 | $185-24.5% | $15,912-99.1% | $269-48.0% |