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 | $18,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,017 | $43,999-75.0% | $79,464-86.1% | $55,725-80.2% |
| Participation rate | 51.1% | 66.9%-15.9pp | 73.3%-22.3pp | 70.9%-19.8pp |
| Annual return | -5.68% | 1.81%-7.5pp | 718.14%-723.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $170 | $1,830-90.7% | $2,800-93.9% | $2,078-91.8% |
| Participant deferral / active EE | $1,215 | $2,538-52.1% | $3,704-67.2% | $3,356-63.8% |
| Admin fee / account holder | $46 | $118-61.1% | $5,113-99.1% | $115-60.3% |