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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,558 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,466 | $55,453-45.1% | $170,442-82.1% | $62,292-51.1% |
| Participation rate | 67.3% | 66.4%+0.9pp | 83.6%-16.3pp | 69.5%-2.3pp |
| Annual return | 13.20% | 21.38%-8.2pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,381 | $2,164-36.2% | $5,433-74.6% | $2,042-32.4% |
| Participant deferral / active EE | $1,531 | $2,303-33.5% | $4,939-69.0% | $3,169-51.7% |
| Admin fee / account holder | $181 | $455-60.2% | $13,880-98.7% | $479-62.2% |