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 Service code 15 · EIN 11-3665754 | Recordkeeping | $26,187 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,926 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,556 | $94,529-18.0% | $140,016-44.6% | $64,186+20.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.09% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,404 | $3,812-10.7% | $5,606-39.3% | $2,381+43.0% |
| Participant deferral / active EE | $6,306 | $5,250+20.1% | $6,927-9.0% | $3,470+81.8% |
| Admin fee / account holder | $419 | $6,741-93.8% | $10,705-96.1% | $4,888-91.4% |