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 | $1,405 |
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 | $81,867 | $55,636+47.1% | $81,983-0.1% | $73,488+11.4% |
| Participation rate | 39.1% | 62.3%-23.2pp | 69.2%-30.1pp | 70.7%-31.5pp |
| Annual return | 12.15% | 19.07%-6.9pp | 41.31%-29.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,060 | $1,625-34.8% | $2,498-57.6% | $2,270-53.3% |
| Participant deferral / active EE | $4,563 | $2,762+65.2% | $3,722+22.6% | $3,740+22.0% |
| Admin fee / account holder | $27 | $493-94.4% | $5,664-99.5% | $513-94.6% |