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 LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $57,896 |
PLAN MEMBER SECURITIES CORP4 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $40,315 |
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 | $39,232 | $51,447-23.7% | $104,607-62.5% | $73,409-46.6% |
| Participation rate | 61.3% | 68.2%-6.9pp | 74.1%-12.8pp | 72.2%-10.9pp |
| Annual return | 14.16% | 25.06%-10.9pp | 340.46%-326.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $742 | $1,441-48.5% | $2,681-72.3% | $2,234-66.8% |
| Participant deferral / active EE | $2,962 | $3,058-3.1% | $3,740-20.8% | $3,805-22.2% |
| Admin fee / account holder | $163 | $122+33.8% | $6,473-97.5% | $158+3.3% |