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 | $20,228 |
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 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 | $95,420 | $88,122+8.3% | $141,162-32.4% | $67,579+41.2% |
| Participation rate | 63.7% | 76.5%-12.7pp | 82.5%-18.7pp | 71.3%-7.6pp |
| Annual return | 29.10% | 75.40%-46.3pp | 71.39%-42.3pp | 378.56%-349.5pp |
| Employer contribution / active EE | $706 | $3,224-78.1% | $4,735-85.1% | $2,148-67.1% |
| Participant deferral / active EE | $4,425 | $5,958-25.7% | $6,709-34.0% | $3,539+25.0% |
| Admin fee / account holder | $61 | $131-53.3% | $10,261-99.4% | $142-57.1% |