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 | $11,635 |
NATURAL INVEST LLC2 years Service code 27 1308 MONTEREY ST · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $6,755 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,947 | $44,873-8.8% | $79,464-48.5% | $56,287-27.3% |
| Participation rate | 85.7% | 68.7%+17.0pp | 73.3%+12.4pp | 69.9%+15.9pp |
| Annual return | -4.20% | 0.81%-5.0pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,809 | $2,140+31.3% | $2,800+0.3% | $2,111+33.1% |
| Participant deferral / active EE | $4,679 | $2,746+70.4% | $3,704+26.3% | $3,350+39.7% |
| Admin fee / account holder | $163 | $418-61.1% | $5,113-96.8% | $521-68.7% |