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 10-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 |
|---|---|---|
HEARTHSTONE CPA GROUP2+ years Service code 10 · EIN 91-1397083 | Accounting | $8,500 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $68,440 | $51,466+33.0% | $78,778-13.1% | $62,292+9.9% |
| Participation rate | 43.6% | 59.8%-16.2pp | 69.2%-25.6pp | 69.5%-25.9pp |
| Annual return | 13.80% | 19.96%-6.2pp | 35.62%-21.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $412 | $827-50.2% | $1,986-79.2% | $2,042-79.8% |
| Participant deferral / active EE | $939 | $2,147-56.3% | $2,958-68.3% | $3,169-70.4% |
| Admin fee / account holder | $225 | $489-54.1% | $5,134-95.6% | $479-53.2% |