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 |
|---|---|---|
LEE CPA AUDIT GROUP2 years Filed as: LEE CPA GROUP Service code 10 · EIN 95-2921050 | Accounting | $4,750 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 95-2921050 36-3297908 · SAN DIEGO, CA 92101 | Contract Administrator | $3,958 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,297 | $44,642-23.2% | $91,220-62.4% | $66,914-48.7% |
| Participation rate | 44.5% | 64.9%-20.4pp | 73.2%-28.7pp | 69.8%-25.3pp |
| Annual return | -14.93% | -12.29%-2.6pp | 114.01%-128.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,542 | $3,349-54.0% | $4,234-63.6% | $4,237-63.6% |
| Admin fee / account holder | $72 | $521-86.1% | $5,420-98.7% | $593-87.8% |