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 | $2,475 |
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.
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 | $72,703 | $50,666+43.5% | $76,817-5.4% | $65,185+11.5% |
| Participation rate | 34.9% | 68.8%-33.9pp | 72.1%-37.1pp | 70.2%-35.3pp |
| Annual return | 22.53% | 28.51%-6.0pp | 1166.11%-1143.6pp | 29.38%-6.9pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,783 | $2,647-32.6% | $3,336-46.6% | $3,514-49.3% |
| Admin fee / account holder | $30 | $463-93.5% | $6,420-99.5% | $847-96.4% |