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 9-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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,305 |
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,894 | $95,762-83.4% | $379,746-95.8% | $79,858-80.1% |
| Participation rate | 76.7% | 74.0%+2.7pp | 78.4%-1.7pp | 69.6%+7.1pp |
| Annual return | 15.66% | 18.26%-2.6pp | 34.90%-19.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $404 | $2,695-85.0% | $3,540-88.6% | $2,471-83.6% |
| Participant deferral / active EE | $4,114 | $4,705-12.6% | $6,024-31.7% | $3,740+10.0% |
| Admin fee / account holder | $11 | $6,745-99.8% | $7,927-99.9% | $5,306-99.8% |