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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,508 | $76,050-65.1% | $96,544-72.5% | $71,457-62.9% |
| Participation rate | 50.2% | 74.4%-24.2pp | 76.0%-25.7pp | 67.9%-17.7pp |
| Annual return | 23.46% | 22.81%+0.6pp | 25.84%-2.4pp | 28.85%-5.4pp |
| Employer contribution / active EE | $1,052 | $2,244-53.1% | $2,965-64.5% | $2,588-59.3% |
| Participant deferral / active EE | $2,898 | $4,215-31.3% | $4,851-40.3% | $4,289-32.4% |
| Admin fee / account holder | $10 | $2,707-99.6% | $8,252-99.9% | $1,587-99.3% |