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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $40,385-71.1% | $80,569-85.5% | $74,419-84.3% |
| Participation rate | 42.7% | 47.4%-4.7pp | 67.0%-24.3pp | 70.7%-28.0pp |
| Annual return | 20.64% | 164.85%-144.2pp | 935.43%-914.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $83 | $1,496-94.5% | $2,723-97.0% | $2,637-96.9% |
| Participant deferral / active EE | $1,905 | $2,674-28.7% | $4,447-57.2% | $4,528-57.9% |
| Admin fee / account holder | $52 | $720-92.8% | $5,377-99.0% | $348-85.1% |