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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,867 | $58,726-61.1% | $92,233-75.2% | $62,292-63.3% |
| Participation rate | 43.9% | 68.3%-24.5pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 12.84% | 43.62%-30.8pp | 176.28%-163.4pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $697 | $2,766-74.8% | $3,897-82.1% | $3,169-78.0% |
| Admin fee / account holder | $22 | $556-96.0% | $5,194-99.6% | $479-95.4% |