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 4-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 | $2,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,686 | $47,126-79.4% | $149,673-93.5% | $74,419-87.0% |
| Participation rate | 27.6% | 63.4%-35.8pp | 78.8%-51.2pp | 70.7%-43.2pp |
| Annual return | 91.17% | 22.75%+68.4pp | 134.42%-43.2pp | 34.38%+56.8pp |
| Employer contribution / active EE | $113 | $1,905-94.1% | $4,818-97.7% | $2,637-95.7% |
| Participant deferral / active EE | $978 | $2,728-64.2% | $5,680-82.8% | $4,528-78.4% |
| Admin fee / account holder | $14 | $343-96.0% | $13,210-99.9% | $348-96.1% |