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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,458 | $56,629-42.7% | $77,999-58.4% | $55,167-41.2% |
| Participation rate | 22.4% | 73.3%-50.9pp | 75.5%-53.2pp | 69.0%-46.6pp |
| Annual return | 7.71% | 2866.98%-2859.3pp | 425.96%-418.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $514 | $2,777-81.5% | $3,497-85.3% | $3,054-83.2% |
| Admin fee / account holder | $23 | $467-95.1% | $5,480-99.6% | $504-95.5% |