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 | $46,701 |
PLAN MEMBER SECURITIES CORP2 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $35,006 |
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 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 | $28,379 | $37,591-24.5% | $90,645-68.7% | $55,725-49.1% |
| Participation rate | 55.5% | 66.4%-10.9pp | 74.0%-18.6pp | 70.9%-15.4pp |
| Annual return | -6.10% | -3.20%-2.9pp | 1.88%-8.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $547 | $1,302-58.0% | $2,532-78.4% | $2,078-73.7% |
| Participant deferral / active EE | $2,140 | $2,643-19.0% | $3,425-37.5% | $3,356-36.2% |
| Admin fee / account holder | $210 | $100+110.0% | $4,994-95.8% | $115+82.3% |