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 4-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 LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,785 |
FIDUCIENT ADVISORS LLC2 years Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,110 | $95,274-19.1% | $135,903-43.3% | $74,419+3.6% |
| Participation rate | 89.3% | 78.2%+11.1pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 20.72% | 32.77%-12.0pp | 68.23%-47.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,484 | $3,874-10.1% | $4,856-28.3% | $2,637+32.1% |
| Participant deferral / active EE | $10,259 | $7,782+31.8% | $7,758+32.2% | $4,528+126.6% |
| Admin fee / account holder | $206 | $266-22.4% | $10,762-98.1% | $348-40.7% |