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 | $2,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,875 | $46,732-72.4% | $156,549-91.8% | $55,167-76.7% |
| Participation rate | 64.1% | 65.8%-1.7pp | 84.0%-19.9pp | 69.0%-4.9pp |
| Annual return | 7.65% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $591 | $2,105-71.9% | $5,501-89.3% | $1,963-69.9% |
| Participant deferral / active EE | $1,616 | $2,204-26.7% | $4,871-66.8% | $3,054-47.1% |
| Admin fee / account holder | $24 | $418-94.2% | $13,027-99.8% | $504-95.2% |