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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,121 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,676 | $82,202+4.2% | $125,339-31.6% | $64,808+32.2% |
| Participation rate | 66.0% | 77.9%-11.8pp | 82.4%-16.3pp | 71.5%-5.4pp |
| Annual return | -16.41% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $674 | $3,615-81.4% | $4,814-86.0% | $2,506-73.1% |
| Participant deferral / active EE | $5,477 | $7,175-23.7% | $7,446-26.4% | $4,310+27.1% |
| Admin fee / account holder | $84 | $163-48.6% | $10,010-99.2% | $188-55.3% |