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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,155 |
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 | $57,747 | $64,286-10.2% | $90,951-36.5% | $73,409-21.3% |
| Participation rate | 8.9% | 63.6%-54.7pp | 69.0%-60.1pp | 72.2%-63.2pp |
| Annual return | 21.21% | 21.45%-0.2pp | 134.60%-113.4pp | 59.29%-38.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $278 | $2,453-88.7% | $3,373-91.8% | $3,805-92.7% |
| Admin fee / account holder | $28 | $287-90.1% | $5,959-99.5% | $158-82.0% |