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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,171 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,909 | $44,059+58.7% | $71,671-2.5% | $69,631+0.4% |
| Participation rate | 57.6% | 60.8%-3.1pp | 68.7%-11.1pp | 70.7%-13.0pp |
| Annual return | 46.11% | 21.97%+24.1pp | 20.65%+25.5pp | 27571.02%-27524.9pp |
| Employer contribution / active EE | $2,450 | $1,305+87.8% | $2,460-0.4% | $2,032+20.6% |
| Participant deferral / active EE | $5,732 | $2,370+141.9% | $3,438+66.7% | $3,224+77.8% |
| Admin fee / account holder | $77 | $108-28.2% | $5,558-98.6% | $110-30.0% |