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 | $2,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,334 | $56,972-53.8% | $182,532-85.6% | $65,185-59.6% |
| Participation rate | 9.2% | 66.5%-57.4pp | 78.0%-68.8pp | 70.2%-61.0pp |
| Annual return | 23.68% | 27.67%-4.0pp | 148.54%-124.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $417 | $3,526-88.2% | $5,524-92.5% | $3,514-88.1% |
| Admin fee / account holder | $68 | $528-87.1% | $8,592-99.2% | $847-92.0% |