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 | $1,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,253 | $44,960-50.5% | $84,966-73.8% | $74,495-70.1% |
| Participation rate | 47.6% | 49.4%-1.7pp | 67.5%-19.9pp | 67.2%-19.6pp |
| Annual return | 11.78% | 26.24%-14.5pp | 66.38%-54.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,067 | $1,457-26.7% | $2,727-60.9% | $2,623-59.3% |
| Participant deferral / active EE | $2,300 | $2,731-15.8% | $4,519-49.1% | $4,346-47.1% |
| Admin fee / account holder | $29 | $2,209-98.7% | $6,149-99.5% | $1,942-98.5% |