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 | $19,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,772 | $35,135-32.3% | $85,969-72.3% | $59,188-59.8% |
| Participation rate | 21.1% | 50.0%-29.0pp | 76.5%-55.5pp | 69.4%-48.4pp |
| Annual return | -1.36% | 11.01%-12.4pp | 9.32%-10.7pp | 5.51%-6.9pp |
| Employer contribution / active EE | $152 | $764-80.1% | $3,474-95.6% | $2,098-92.7% |
| Participant deferral / active EE | $592 | $1,349-56.1% | $3,829-84.5% | $3,265-81.9% |
| Admin fee / account holder | $17 | $152-88.6% | $6,053-99.7% | $92-81.2% |