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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,810 |
MARCADO ASSET MANAGEMENT LLC7 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $11,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,861 | $95,880-24.0% | $107,525-32.2% | $85,563-14.8% |
| Participation rate | 40.4% | 70.1%-29.7pp | 75.1%-34.6pp | 66.0%-25.5pp |
| Annual return | 15.93% | 68.06%-52.1pp | 181.32%-165.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,094 | $4,201-50.2% | $5,116-59.1% | $4,375-52.1% |
| Admin fee / account holder | $145 | $1,025-85.9% | $8,919-98.4% | $834-82.7% |