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 LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,432 |
BDG-CPAS2 years Filed as: BDG CPAS Service code 10 76 N. WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $9,000 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $4,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,608 | $100,923-14.2% | $150,045-42.3% | $74,304+16.6% |
| Participation rate | 80.4% | 70.1%+10.3pp | 82.3%-1.9pp | 60.3%+20.1pp |
| Annual return | 11.20% | 51.77%-40.6pp | 62.55%-51.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $808 | $3,463-76.7% | $4,693-82.8% | $2,241-64.0% |
| Participant deferral / active EE | $5,376 | $6,709-19.9% | $7,997-32.8% | $3,767+42.7% |
| Admin fee / account holder | $163 | $2,767-94.1% | $13,435-98.8% | $2,969-94.5% |