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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,443 | $54,573-55.2% | $90,951-73.1% | $73,488-66.7% |
| Participation rate | 36.2% | 61.2%-24.9pp | 69.0%-32.8pp | 70.7%-34.4pp |
| Annual return | 16.75% | 16.69%+0.1pp | 134.60%-117.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $283 | $991-71.5% | $2,122-86.7% | $2,270-87.5% |
| Participant deferral / active EE | $1,302 | $2,517-48.3% | $3,373-61.4% | $3,740-65.2% |
| Admin fee / account holder | $11 | $521-97.9% | $5,959-99.8% | $513-97.9% |