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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,650 |
STEPHENS INC2+ years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $6,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,279 | $46,173-8.4% | $170,442-75.2% | $69,631-39.3% |
| Participation rate | 55.2% | 63.9%-8.7pp | 83.6%-28.4pp | 70.7%-15.4pp |
| Annual return | 11.83% | 21.62%-9.8pp | 205.93%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $1,207 | $1,610-25.0% | $5,433-77.8% | $2,032-40.6% |
| Participant deferral / active EE | $908 | $2,080-56.4% | $4,939-81.6% | $3,224-71.8% |
| Admin fee / account holder | $73 | $116-36.8% | $13,880-99.5% | $110-33.6% |