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 | $1,680 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,830 | $41,281-13.2% | $109,313-67.2% | $57,658-37.9% |
| Participation rate | 50.5% | 59.3%-8.8pp | 71.3%-20.7pp | 70.2%-19.7pp |
| Annual return | 7.63% | 8.97%-1.3pp | 22.07%-14.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $221 | $1,201-81.6% | $3,892-94.3% | $1,974-88.8% |
| Participant deferral / active EE | $1,642 | $2,223-26.1% | $3,166-48.1% | $3,061-46.3% |
| Admin fee / account holder | $6 | $75-91.9% | $5,666-99.9% | $95-93.5% |