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 LLC5 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $30,994 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,049 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,589 | $106,543-61.9% | $91,220-55.5% | $134,475-69.8% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.4pp |
| Annual return | -17.85% | 160.60%-178.4pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $33,316 | $4,719+606.0% | $4,234+686.9% | $6,400+420.6% |
| Admin fee / account holder | $232 | $6,231-96.3% | $5,420-95.7% | $11,426-98.0% |