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 | $3,260 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,426 | $35,986+159.6% | $77,482+20.6% | $73,488+27.1% |
| Participation rate | 10.0% | 40.8%-30.8pp | 54.2%-44.2pp | 70.7%-60.7pp |
| Annual return | 14.40% | 19.26%-4.9pp | 54.79%-40.4pp | 28.51%-14.1pp |
| Employer contribution / active EE | $62 | $557-89.0% | $986-93.8% | $2,270-97.3% |
| Participant deferral / active EE | $692 | $1,198-42.2% | $1,861-62.8% | $3,740-81.5% |
| Admin fee / account holder | $163 | $466-65.0% | $2,858-94.3% | $513-68.2% |