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 Service code 15 · EIN 11-3665754 | Recordkeeping | $6,873 |
REGIONS BANK4+ years Service code 50 · EIN 63-0371391 | Direct Payment | $4,450 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,399 | $55,449+54.0% | $83,848+1.9% | $56,287+51.7% |
| Participation rate | 66.0% | 68.0%-2.0pp | 76.1%-10.1pp | 69.9%-3.9pp |
| Annual return | -6.57% | -1.38%-5.2pp | 850.88%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,643 | $2,430-32.4% | $3,631-54.7% | $2,111-22.2% |
| Participant deferral / active EE | $5,444 | $2,935+85.5% | $4,082+33.4% | $3,350+62.5% |
| Admin fee / account holder | $117 | $656-82.2% | $5,478-97.9% | $521-77.6% |