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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,950 |
NATURAL INVEST LLC4 years Service code 27 1308 MONTEREY ST · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $8,897 |
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 | $54,599 | $66,124-17.4% | $90,404-39.6% | $73,488-25.7% |
| Participation rate | 77.7% | 69.7%+8.0pp | 72.7%+5.0pp | 70.7%+7.0pp |
| Annual return | 15.78% | 17.65%-1.9pp | 1293.02%-1277.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,404 | $2,346+2.4% | $3,262-26.3% | $2,270+5.9% |
| Participant deferral / active EE | $3,856 | $3,039+26.9% | $3,963-2.7% | $3,740+3.1% |
| Admin fee / account holder | $139 | $396-65.0% | $5,611-97.5% | $513-73.0% |