See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,756 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $6,032 |
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 | $2,219 | $52,293-95.8% | $178,490-98.8% | $73,409-97.0% |
| Participation rate | 76.0% | 65.3%+10.7pp | 81.9%-5.9pp | 72.2%+3.8pp |
| Annual return | 45.16% | 34.75%+10.4pp | 151.07%-105.9pp | 59.29%-14.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,076 | $2,332-53.9% | $5,202-79.3% | $3,805-71.7% |
| Admin fee / account holder | $56 | $127-56.1% | $13,984-99.6% | $158-64.6% |