Filed October 28, 2024 (most recent of 2 filings on file)
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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $68,219 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,422 | $36,939-52.8% | $80,716-78.4% | $93,030-81.3% |
| Participation rate | 20.4% | 32.6%-12.1pp | 54.2%-33.7pp | 73.9%-53.5pp |
| Annual return | 15.28% | 17.55%-2.3pp | 87.28%-72.0pp | 158.70%-143.4pp |
| Employer contribution / active EE | $163 | $455-64.2% | $1,160-86.0% | $2,706-94.0% |
| Participant deferral / active EE | $864 | $1,044-17.3% | $2,146-59.7% | $4,562-81.1% |
| Admin fee / account holder | $18 | $162-89.0% | $3,380-99.5% | $152-88.3% |