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 | $12,135 |
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 | $35,045 | $64,707-45.8% | $112,228-68.8% | $68,494-48.8% |
| Participation rate | 65.2% | 67.2%-2.0pp | 75.1%-9.9pp | 67.9%-2.7pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,705 | $3,565+60.0% | $4,728+20.7% | $4,027+41.7% |
| Admin fee / account holder | $136 | $5,232-97.4% | $6,410-97.9% | $5,403-97.5% |