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 | $126,104 |
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 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 | $24,389 | $47,456-48.6% | $172,739-85.9% | $77,787-68.6% |
| Participation rate | 50.9% | 66.3%-15.4pp | 82.6%-31.7pp | 73.2%-22.3pp |
| Annual return | 20.26% | 35.57%-15.3pp | 802.84%-782.6pp | 32.57%-12.3pp |
| Employer contribution / active EE | $284 | $1,574-82.0% | $5,143-94.5% | $2,504-88.7% |
| Participant deferral / active EE | $1,634 | $2,560-36.2% | $5,198-68.6% | $3,967-58.8% |
| Admin fee / account holder | $129 | $81+59.1% | $13,954-99.1% | $100+28.5% |