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 · EIN 13-5570651 | Recordkeeping | $18,567 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,226 | $42,810-24.7% | $169,463-81.0% | $55,725-42.2% |
| Participation rate | 35.4% | 64.7%-29.3pp | 77.8%-42.4pp | 70.9%-35.4pp |
| Annual return | -6.23% | -3.61%-2.6pp | 1.83%-8.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,411 | $3,141-55.1% | $5,277-73.3% | $3,356-57.9% |
| Admin fee / account holder | $168 | $106+57.3% | $9,109-98.2% | $115+45.4% |