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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $55,130 |
PLAN MEMBER SECURITIES CORP3 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $36,809 |
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 | $33,599 | $44,734-24.9% | $99,443-66.2% | $67,579-50.3% |
| Participation rate | 54.6% | 66.2%-11.5pp | 73.8%-19.2pp | 71.3%-16.6pp |
| Annual return | 27.22% | 32.45%-5.2pp | 30.72%-3.5pp | 378.56%-351.3pp |
| Employer contribution / active EE | $568 | $1,261-55.0% | $2,540-77.6% | $2,148-73.6% |
| Participant deferral / active EE | $2,288 | $2,731-16.2% | $3,619-36.8% | $3,539-35.3% |
| Admin fee / account holder | $208 | $120+73.8% | $6,250-96.7% | $142+46.1% |