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 | $3,637 |
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 | $38,272 | $48,277-20.7% | $63,517-39.7% | $55,191-30.7% |
| Participation rate | 38.3% | 69.4%-31.1pp | 71.0%-32.8pp | 69.2%-30.9pp |
| Annual return | 0.23% | 2.37%-2.1pp | -70.30%+70.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $519 | $1,592-67.4% | $2,322-77.6% | $1,899-72.6% |
| Participant deferral / active EE | $1,749 | $2,432-28.1% | $2,953-40.8% | $3,046-42.6% |
| Admin fee / account holder | $12 | $86-85.9% | $5,892-99.8% | $91-86.6% |