Filed May 20, 2025
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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,674 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,282 | $37,196-83.1% | $154,107-95.9% | $55,725-88.7% |
| Participation rate | 50.8% | 64.1%-13.3pp | 83.0%-32.2pp | 70.9%-20.1pp |
| Annual return | 5.73% | 1319.68%-1313.9pp | 735.12%-729.4pp | 244.93%-239.2pp |
| Employer contribution / active EE | $461 | $1,614-71.4% | $5,298-91.3% | $2,078-77.8% |
| Participant deferral / active EE | $523 | $2,068-74.7% | $5,081-89.7% | $3,356-84.4% |
| Admin fee / account holder | $3 | $102-97.2% | $13,411-100.0% | $115-97.5% |