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 | $13,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,381 | $91,762-72.3% | $67,502-62.4% | $77,643-67.3% |
| Participation rate | 47.9% | 75.9%-28.0pp | 72.9%-25.0pp | 70.6%-22.7pp |
| Annual return | 17.47% | 14.87%+2.6pp | 3512.12%-3494.7pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,722 | $3,181-45.9% | $2,731-37.0% | $2,726-36.8% |
| Participant deferral / active EE | $2,170 | $3,903-44.4% | $4,000-45.8% | $4,647-53.3% |
| Admin fee / account holder | $51 | $176-71.3% | $3,998-98.7% | $430-88.3% |