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 | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,207 | $35,485+7.7% | $74,550-48.7% | $55,725-31.4% |
| Participation rate | 12.2% | 62.5%-50.4pp | 69.1%-57.0pp | 70.9%-58.7pp |
| Annual return | -6.46% | 0.72%-7.2pp | 32.53%-39.0pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $349 | $2,181-84.0% | $3,108-88.8% | $3,356-89.6% |
| Admin fee / account holder | $7 | $114-94.1% | $5,060-99.9% | $115-94.1% |