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 | $1,440 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,083 | $63,114-55.5% | $92,893-69.8% | $65,185-56.9% |
| Participation rate | 36.9% | 68.8%-31.9pp | 76.0%-39.1pp | 70.2%-33.3pp |
| Annual return | 19.82% | 28.75%-8.9pp | 109.41%-89.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $686 | $2,571-73.3% | $3,653-81.2% | $2,177-68.5% |
| Participant deferral / active EE | $889 | $3,108-71.4% | $4,236-79.0% | $3,514-74.7% |
| Admin fee / account holder | $19 | $624-97.0% | $5,794-99.7% | $847-97.8% |