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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,806 |
PLAN MEMBER SECURITIES CORP6 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $42,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,171 | $42,901-6.4% | $91,220-56.0% | $64,808-38.0% |
| Participation rate | 48.9% | 68.1%-19.3pp | 73.2%-24.3pp | 71.5%-22.6pp |
| Annual return | -18.61% | -13.53%-5.1pp | 114.01%-132.6pp | 32.82%-51.4pp |
| Employer contribution / active EE | $636 | $1,571-59.5% | $2,850-77.7% | $2,506-74.6% |
| Participant deferral / active EE | $2,465 | $3,501-29.6% | $4,234-41.8% | $4,310-42.8% |
| Admin fee / account holder | $176 | $131+34.4% | $5,420-96.7% | $188-6.2% |