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 | $49,225 |
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.
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 | $16,532 | $52,670-68.6% | $90,404-81.7% | $73,409-77.5% |
| Participation rate | 58.5% | 67.7%-9.2pp | 72.7%-14.2pp | 72.2%-13.7pp |
| Annual return | 14.89% | 20.70%-5.8pp | 1293.02%-1278.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $232 | $1,872-87.6% | $3,262-92.9% | $2,234-89.6% |
| Participant deferral / active EE | $1,410 | $2,807-49.8% | $3,963-64.4% | $3,805-62.9% |
| Admin fee / account holder | $103 | $117-11.6% | $5,611-98.2% | $158-34.6% |