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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,105 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,868 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,197 | $62,132-83.6% | $185,823-94.5% | $73,488-86.1% |
| Participation rate | 55.1% | 67.8%-12.7pp | 78.0%-23.0pp | 70.7%-15.6pp |
| Annual return | 14.52% | 20.44%-5.9pp | 35.95%-21.4pp | 28.51%-14.0pp |
| Employer contribution / active EE | $697 | $1,681-58.5% | $4,087-82.9% | $2,270-69.3% |
| Participant deferral / active EE | $1,245 | $3,711-66.5% | $5,632-77.9% | $3,740-66.7% |
| Admin fee / account holder | $177 | $419-57.7% | $9,500-98.1% | $513-65.5% |