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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,363 | $60,776-36.9% | $85,682-55.2% | $79,386-51.7% |
| Participation rate | 40.4% | 62.1%-21.7pp | 69.9%-29.4pp | 70.7%-30.3pp |
| Annual return | 10.40% | 16.57%-6.2pp | 21.49%-11.1pp | 116.85%-106.4pp |
| Employer contribution / active EE | $426 | $1,663-74.4% | $2,618-83.7% | $2,427-82.4% |
| Participant deferral / active EE | $1,450 | $2,919-50.3% | $3,923-63.0% | $4,046-64.2% |
| Admin fee / account holder | $150 | $438-65.7% | $6,873-97.8% | $626-76.0% |