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 | $25,800 |
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 | $30,965 | $64,311-51.9% | $110,238-71.9% | $75,289-58.9% |
| Participation rate | 49.5% | 79.3%-29.7pp | 79.8%-30.3pp | 72.4%-22.9pp |
| Annual return | -4.65% | -1.74%-2.9pp | 314.74%-319.4pp | -0.04%-4.6pp |
| Employer contribution / active EE | $743 | $2,404-69.1% | $3,826-80.6% | $2,405-69.1% |
| Participant deferral / active EE | $2,490 | $3,892-36.0% | $4,672-46.7% | $3,739-33.4% |
| Admin fee / account holder | $22 | $88-74.5% | $8,547-99.7% | $102-78.1% |