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 8-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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,473 | $91,407-67.8% | $135,903-78.3% | $71,457-58.8% |
| Participation rate | 46.7% | 75.7%-28.9pp | 81.9%-35.2pp | 67.9%-21.2pp |
| Annual return | 19.45% | 29.90%-10.4pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,395 | $3,703-62.3% | $4,856-71.3% | $2,588-46.1% |
| Participant deferral / active EE | $3,422 | $7,092-51.7% | $7,758-55.9% | $4,289-20.2% |
| Admin fee / account holder | $20 | $1,266-98.4% | $10,762-99.8% | $1,587-98.7% |