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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,247 | $36,767-23.2% | $81,478-65.3% | $62,292-54.7% |
| Participation rate | 64.7% | 54.4%+10.2pp | 68.0%-3.3pp | 69.5%-4.8pp |
| Annual return | 19.36% | 173.80%-154.4pp | 38.78%-19.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,102 | $2,111+47.0% | $3,537-12.3% | $3,169-2.1% |
| Admin fee / account holder | $4 | $797-99.5% | $4,561-99.9% | $479-99.2% |