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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,490 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $865 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,132 | $99,957-36.8% | $149,696-57.8% | $73,488-14.1% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.3pp | 70.7%+12.1pp |
| Annual return | 19.54% | 53.87%-34.3pp | 276.60%-257.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $278 | $3,191-91.3% | $4,644-94.0% | $2,270-87.8% |
| Participant deferral / active EE | $4,172 | $6,073-31.3% | $6,842-39.0% | $3,740+11.6% |
| Admin fee / account holder | $157 | $551-71.5% | $9,309-98.3% | $513-69.4% |