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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,966 |
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 | $65,109 | $69,362-6.1% | $101,248-35.7% | $73,488-11.4% |
| Participation rate | 36.2% | 68.4%-32.1pp | 75.8%-39.6pp | 70.7%-34.4pp |
| Annual return | 25.11% | 18.46%+6.7pp | 46.47%-21.4pp | 28.51%-3.4pp |
| Employer contribution / active EE | $345 | $2,628-86.9% | $3,660-90.6% | $2,270-84.8% |
| Participant deferral / active EE | $2,236 | $3,300-32.2% | $4,370-48.8% | $3,740-40.2% |
| Admin fee / account holder | $49 | $704-93.0% | $5,945-99.2% | $513-90.4% |