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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,680 |
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 | $25,713 | $62,132-58.6% | $185,823-86.2% | $73,488-65.0% |
| Participation rate | 10.4% | 67.8%-57.4pp | 78.0%-67.6pp | 70.7%-60.3pp |
| Annual return | 15.72% | 20.44%-4.7pp | 35.95%-20.2pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $479 | $3,711-87.1% | $5,632-91.5% | $3,740-87.2% |
| Admin fee / account holder | $69 | $419-83.6% | $9,500-99.3% | $513-86.6% |