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 Service code 15 · EIN 11-3665754 | Recordkeeping | $14,731 |
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 | $31,593 | $38,365-17.7% | $84,611-62.7% | $65,185-51.5% |
| Participation rate | 48.2% | 55.7%-7.4pp | 68.2%-20.0pp | 70.2%-22.0pp |
| Annual return | 22.59% | 32.00%-9.4pp | 258.74%-236.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $236 | $1,258-81.3% | $2,652-91.1% | $2,177-89.2% |
| Participant deferral / active EE | $1,327 | $2,278-41.7% | $3,899-66.0% | $3,514-62.2% |
| Admin fee / account holder | $164 | $451-63.7% | $4,912-96.7% | $847-80.7% |