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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $57,527 |
LANE GORMAN TRUBITT, PLLC5 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $27,233 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,360 |
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 | $15,324 | $54,193-71.7% | $93,606-83.6% | $77,643-80.3% |
| Participation rate | 93.2% | 63.9%+29.3pp | 68.7%+24.5pp | 70.6%+22.6pp |
| Annual return | 16.73% | 30.54%-13.8pp | 133.20%-116.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,002 | $1,168-14.2% | $2,420-58.6% | $2,726-63.2% |
| Participant deferral / active EE | $4,804 | $3,144+52.8% | $4,411+8.9% | $4,647+3.4% |
| Admin fee / account holder | $228 | $576-60.3% | $8,285-97.2% | $430-46.9% |