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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,921 | $59,186+1.2% | $76,768-21.9% | $56,287+6.5% |
| Participation rate | 52.0% | 75.2%-23.3pp | 77.0%-25.0pp | 69.9%-17.9pp |
| Annual return | -1.55% | 6.62%-8.2pp | 2.43%-4.0pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,291 | $3,255-29.6% | $3,852-40.5% | $3,350-31.6% |
| Admin fee / account holder | $33 | $489-93.2% | $6,675-99.5% | $521-93.6% |