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 33 · EIN 11-3665754 | Participant loan processing; Sub-tran... | $21,421 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,213 | $58,778+16.1% | $129,207-47.2% | $77,643-12.1% |
| Participation rate | 36.0% | 59.2%-23.3pp | 69.6%-33.6pp | 70.6%-34.6pp |
| Annual return | 11.40% | 24.73%-13.3pp | 9417.33%-9405.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $367 | $1,952-81.2% | $4,153-91.2% | $2,726-86.5% |
| Participant deferral / active EE | $1,463 | $3,212-54.5% | $4,168-64.9% | $4,647-68.5% |
| Admin fee / account holder | $70 | $589-88.0% | $7,715-99.1% | $430-83.6% |