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 | $64,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,021 | $47,722-62.2% | $82,719-78.2% | $64,808-72.2% |
| Participation rate | 64.1% | 67.6%-3.5pp | 72.6%-8.5pp | 71.5%-7.4pp |
| Annual return | -15.45% | -13.05%-2.4pp | 701.18%-716.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,308 | $2,179-40.0% | $3,009-56.5% | $2,506-47.8% |
| Participant deferral / active EE | $2,105 | $3,329-36.8% | $4,395-52.1% | $4,310-51.2% |
| Admin fee / account holder | $113 | $143-20.8% | $5,329-97.9% | $188-39.7% |