Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 · EIN 47-5077275 | Advisory (Plan) | $35,516 |
ASCENSUS LLC7 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 15 · EIN 26-2091417 | Recordkeeping | $7,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,112 | $101,499-14.2% | $147,005-40.7% | $74,546+16.9% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.2%-20.7pp | 67.2%-5.7pp |
| Annual return | 12.20% | 8732.34%-8720.1pp | 418.76%-406.6pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $2,658 | $3,811-30.3% | $4,934-46.1% | $2,624+1.3% |
| Participant deferral / active EE | $5,123 | $7,304-29.9% | $8,070-36.5% | $4,347+17.8% |
| Admin fee / account holder | $281 | $1,748-83.9% | $13,006-97.8% | $1,944-85.6% |