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 7-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+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,965 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $6,634 |
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 | $50,684 | $88,122-42.5% | $141,162-64.1% | $67,579-25.0% |
| Participation rate | 79.3% | 76.5%+2.9pp | 82.5%-3.1pp | 71.3%+8.1pp |
| Annual return | 21.99% | 75.40%-53.4pp | 71.39%-49.4pp | 378.56%-356.6pp |
| Employer contribution / active EE | $693 | $3,224-78.5% | $4,735-85.4% | $2,148-67.7% |
| Participant deferral / active EE | $4,093 | $5,958-31.3% | $6,709-39.0% | $3,539+15.7% |
| Admin fee / account holder | $54 | $131-58.6% | $10,261-99.5% | $142-61.9% |