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 | $71,139 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $41,612 | $105,190-60.4% | $98,907-57.9% | $90,288-53.9% |
| Participation rate | 60.7% | 86.4%-25.7pp | 76.0%-15.3pp | 73.4%-12.7pp |
| Annual return | 17.84% | 18.52%-0.7pp | 196.43%-178.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $1,375 | $3,831-64.1% | $2,689-48.9% | $2,524-45.5% |
| Participant deferral / active EE | $2,410 | $5,616-57.1% | $4,244-43.2% | $4,232-43.1% |
| Admin fee / account holder | $93 | $97-4.7% | $6,642-98.6% | $114-18.7% |