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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,910 | $67,228-54.0% | $117,854-73.8% | $77,958-60.4% |
| Participation rate | 45.6% | 79.4%-33.8pp | 79.7%-34.0pp | 71.6%-26.0pp |
| Annual return | 18.85% | 19.13%-0.3pp | 335.08%-316.2pp | 20.87%-2.0pp |
| Employer contribution / active EE | $649 | $2,211-70.6% | $3,786-82.8% | $2,310-71.9% |
| Participant deferral / active EE | $2,068 | $3,653-43.4% | $4,482-53.9% | $3,537-41.5% |
| Admin fee / account holder | $22 | $76-70.8% | $8,020-99.7% | $97-77.3% |