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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,422 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,080 | $62,586-59.9% | $76,768-67.3% | $64,186-60.9% |
| Participation rate | 51.1% | 72.8%-21.8pp | 77.0%-25.9pp | 69.6%-18.5pp |
| Annual return | -6.69% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $771 | $1,832-57.9% | $2,485-69.0% | $2,381-67.6% |
| Participant deferral / active EE | $1,178 | $3,145-62.5% | $3,852-69.4% | $3,470-66.0% |
| Admin fee / account holder | $153 | $4,667-96.7% | $6,675-97.7% | $4,888-96.9% |