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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,330 |
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 | $99,762 | $95,274+4.7% | $135,903-26.6% | $74,419+34.1% |
| Participation rate | 63.9% | 78.2%-14.2pp | 81.9%-18.0pp | 70.7%-6.8pp |
| Annual return | 18.09% | 32.77%-14.7pp | 68.23%-50.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $796 | $3,874-79.4% | $4,856-83.6% | $2,637-69.8% |
| Participant deferral / active EE | $5,539 | $7,782-28.8% | $7,758-28.6% | $4,528+22.3% |
| Admin fee / account holder | $76 | $266-71.4% | $10,762-99.3% | $348-78.1% |