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 Filed as: ADMIN PARTNERS Service code 49 · EIN 06-1253940 | Other Services | $10,000 |
THE ALLOCATION COMPANY1 year Filed as: ALLOCATION COMPANY INC Service code 49 | Other Services | $5,000 |
THE ALLOCATION COMPANY1 year Filed as: ALLOCATION COMPANY, INC. Service code 49 · EIN 06-1253940 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,971 | $70,083-51.5% | $59,878-43.3% | $55,725-39.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.39% | 3.13%-6.5pp | 3.46%-6.9pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,511 | $2,878+22.0% | $2,722+29.0% | $2,078+69.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $70-96.7% | $3,590-99.9% | $115-98.0% |