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 6-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 | $20,211 |
LANE GORMAN TRUBITT, PLLC2 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $11,500 |
BB&T3+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $4,489 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,742 | $59,263-83.6% | $96,562-89.9% | $79,386-87.7% |
| Participation rate | 88.4% | 61.9%+26.5pp | 69.8%+18.6pp | 70.7%+17.7pp |
| Annual return | 14.99% | 27.07%-12.1pp | 37.78%-22.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $505 | $1,216-58.5% | $2,356-78.6% | $2,427-79.2% |
| Participant deferral / active EE | $4,395 | $2,948+49.1% | $3,849+14.2% | $4,046+8.6% |
| Admin fee / account holder | $137 | $658-79.2% | $6,181-97.8% | $626-78.1% |