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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
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 | $64,445 | $77,660-17.0% | $109,143-41.0% | $79,386-18.8% |
| Participation rate | 31.9% | 67.8%-35.9pp | 75.9%-44.0pp | 70.7%-38.8pp |
| Annual return | 12.10% | 23.44%-11.3pp | 25.75%-13.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $320 | $2,797-88.5% | $3,722-91.4% | $2,427-86.8% |
| Participant deferral / active EE | $1,914 | $3,518-45.6% | $4,653-58.9% | $4,046-52.7% |
| Admin fee / account holder | $30 | $732-95.9% | $6,752-99.6% | $626-95.2% |