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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,528 | $43,550+36.7% | $63,517-6.3% | $52,331+13.8% |
| Participation rate | 67.3% | 65.7%+1.6pp | 71.0%-3.7pp | 68.1%-0.8pp |
| Annual return | 2.70% | 2.03%+0.7pp | -70.30%+73.0pp | 4.54%-1.8pp |
| Employer contribution / active EE | $728 | $1,351-46.1% | $2,322-68.6% | $1,882-61.3% |
| Participant deferral / active EE | $3,206 | $2,254+42.3% | $2,953+8.6% | $3,022+6.1% |
| Admin fee / account holder | $7 | $387-98.2% | $5,892-99.9% | $592-98.8% |