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 | $38,678 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,546 | $47,977-80.1% | $154,107-93.8% | $56,287-83.0% |
| Participation rate | 74.9% | 66.2%+8.7pp | 83.0%-8.1pp | 69.9%+5.0pp |
| Annual return | -4.11% | 3.54%-7.7pp | 735.12%-739.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,019 | $2,392-15.6% | $5,081-60.3% | $3,350-39.7% |
| Admin fee / account holder | $186 | $438-57.6% | $13,411-98.6% | $521-64.4% |