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 |
|---|---|---|
Service code 15 | Recordkeeping | $2,074 |
Filed as: ASCENSION BENEFITS & INSURANCE Service code 15 · EIN 26-4823657 1277 TREAT BLVD, SUITE 400 · WALNUT CREEK, CA 94597 | Recordkeeping | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,217 | $23,385-82.0% | $69,182-93.9% | $57,658-92.7% |
| Participation rate | 27.2% | 37.9%-10.7pp | 55.1%-27.9pp | 70.2%-43.0pp |
| Annual return | 7.79% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $107 | $422-74.7% | $1,206-91.1% | $1,974-94.6% |
| Participant deferral / active EE | $467 | $843-44.6% | $1,897-75.4% | $3,061-84.7% |
| Admin fee / account holder | $23 | $82-72.5% | $2,697-99.2% | $95-76.1% |