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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,460 |
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 | $64,599 | $46,297+39.5% | $71,671-9.9% | $62,292+3.7% |
| Participation rate | 35.7% | 60.6%-24.9pp | 68.7%-33.0pp | 69.5%-33.8pp |
| Annual return | 16.44% | 22.32%-5.9pp | 20.65%-4.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $844 | $1,412-40.3% | $2,460-65.7% | $2,042-58.7% |
| Participant deferral / active EE | $3,427 | $2,235+53.3% | $3,438-0.3% | $3,169+8.1% |
| Admin fee / account holder | $37 | $461-92.0% | $5,558-99.3% | $479-92.3% |