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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,112 | $32,037+78.3% | $69,182-17.4% | $62,891-9.2% |
| Participation rate | 50.6% | 43.4%+7.1pp | 55.1%-4.6pp | 69.3%-18.7pp |
| Annual return | 6.83% | 15.16%-8.3pp | -21.93%+28.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $83 | $679-87.7% | $1,206-93.1% | $2,281-96.3% |
| Participant deferral / active EE | $1,218 | $1,185+2.7% | $1,897-35.8% | $3,203-62.0% |
| Admin fee / account holder | $6 | $2,608-99.8% | $2,697-99.8% | $4,296-99.9% |