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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,575 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,687 | $63,114+0.9% | $92,893-31.4% | $65,185-2.3% |
| Participation rate | 40.9% | 68.8%-27.9pp | 76.0%-35.1pp | 70.2%-29.3pp |
| Annual return | 21.18% | 28.75%-7.6pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $146 | $2,571-94.3% | $3,653-96.0% | $2,177-93.3% |
| Participant deferral / active EE | $1,549 | $3,108-50.1% | $4,236-63.4% | $3,514-55.9% |
| Admin fee / account holder | $29 | $624-95.3% | $5,794-99.5% | $847-96.6% |