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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,413 |
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 | $23,099 | $44,473-48.1% | $76,523-69.8% | $55,725-58.5% |
| Participation rate | 15.2% | 51.0%-35.8pp | 68.0%-52.8pp | 70.9%-55.7pp |
| Annual return | -7.52% | -2.01%-5.5pp | -0.27%-7.3pp | 244.93%-252.5pp |
| Employer contribution / active EE | $167 | $1,101-84.8% | $2,647-93.7% | $2,078-92.0% |
| Participant deferral / active EE | $429 | $1,988-78.4% | $3,835-88.8% | $3,356-87.2% |
| Admin fee / account holder | $40 | $134-70.0% | $4,848-99.2% | $115-65.1% |