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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,295 |
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.
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 | $50,601 | $63,114-19.8% | $92,893-45.5% | $65,185-22.4% |
| Participation rate | 48.6% | 68.8%-20.1pp | 76.0%-27.4pp | 70.2%-21.6pp |
| Annual return | 19.21% | 28.75%-9.5pp | 109.41%-90.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $446 | $2,571-82.7% | $3,653-87.8% | $2,177-79.5% |
| Participant deferral / active EE | $2,614 | $3,108-15.9% | $4,236-38.3% | $3,514-25.6% |
| Admin fee / account holder | $39 | $624-93.8% | $5,794-99.3% | $847-95.4% |