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 | $649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,253 | $65,862-0.9% | $124,672-47.7% | $79,386-17.8% |
| Participation rate | 64.9% | 62.2%+2.7pp | 74.6%-9.7pp | 70.7%-5.8pp |
| Annual return | 13.32% | 19.02%-5.7pp | 5142.93%-5129.6pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,847 | $1,883-1.9% | $3,324-44.4% | $2,427-23.9% |
| Participant deferral / active EE | $2,517 | $2,772-9.2% | $4,614-45.4% | $4,046-37.8% |
| Admin fee / account holder | $5 | $673-99.3% | $7,493-99.9% | $626-99.2% |