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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $152,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,998 | $37,039-62.2% | $147,614-90.5% | $59,188-76.4% |
| Participation rate | 55.6% | 63.8%-8.1pp | 84.6%-29.0pp | 69.4%-13.8pp |
| Annual return | 0.15% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.4pp |
| Employer contribution / active EE | $281 | $1,353-79.2% | $5,564-94.9% | $2,098-86.6% |
| Participant deferral / active EE | $1,565 | $2,094-25.3% | $4,895-68.0% | $3,265-52.1% |
| Admin fee / account holder | $105 | $60+74.0% | $11,611-99.1% | $92+13.6% |