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 Service code 15 · EIN 11-3665754 | Recordkeeping | $14,899 |
MARCADO ASSET MANAGEMENT LLC6 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $11,250 |
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 | $77,713 | $82,972-6.3% | $103,374-24.8% | $77,671+0.1% |
| Participation rate | 41.7% | 71.5%-29.8pp | 74.5%-32.8pp | 70.6%-28.9pp |
| Annual return | 12.26% | 19.14%-6.9pp | 24.89%-12.6pp | 31.21%-18.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,971 | $4,108-52.0% | $5,058-61.0% | $4,648-57.6% |
| Admin fee / account holder | $169 | $639-73.6% | $8,394-98.0% | $430-60.8% |