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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $79,626 | $155,795-48.9% | $136,294-41.6% | $69,631+14.4% |
| Participation rate | 63.9% | 75.2%-11.4pp | 81.9%-18.0pp | 70.7%-6.8pp |
| Annual return | 15.82% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $687 | $2,991-77.0% | $4,695-85.4% | $2,032-66.2% |
| Participant deferral / active EE | $4,075 | $5,394-24.4% | $6,247-34.8% | $3,224+26.4% |
| Admin fee / account holder | $9 | $128-92.6% | $9,243-99.9% | $110-91.4% |