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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,395 |
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.
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 | $39,214 | $23,224+68.8% | $71,086-44.8% | $55,725-29.6% |
| Participation rate | 39.2% | 37.9%+1.3pp | 54.7%-15.5pp | 70.9%-31.7pp |
| Annual return | -4.23% | -2.87%-1.4pp | 650.59%-654.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $397 | $436-9.0% | $1,088-63.5% | $2,078-80.9% |
| Participant deferral / active EE | $967 | $929+4.1% | $1,874-48.4% | $3,356-71.2% |
| Admin fee / account holder | $10 | $118-91.8% | $3,082-99.7% | $115-91.6% |