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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $105,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,014 | $115,744-26.5% | $100,383-15.3% | $199,768-57.4% |
| Participation rate | 64.1% | 85.7%-21.5pp | 81.5%-17.4pp | 72.0%-7.9pp |
| Annual return | 15.02% | 17.79%-2.8pp | 49.26%-34.2pp | 34.26%-19.2pp |
| Employer contribution / active EE | $2,017 | $3,657-44.8% | $3,944-48.8% | $3,037-33.6% |
| Participant deferral / active EE | $4,203 | $9,844-57.3% | $8,086-48.0% | $5,090-17.4% |
| Admin fee / account holder | $50 | $93-46.1% | $7,900-99.4% | $269-81.4% |