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 9-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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,611 | $39,162-11.6% | $100,671-65.6% | $59,632-42.0% |
| Participation rate | 56.3% | 55.9%+0.4pp | 70.7%-14.5pp | 68.7%-12.4pp |
| Annual return | -4.65% | 21.07%-25.7pp | 20.43%-25.1pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $605 | $1,151-47.4% | $4,012-84.9% | $2,203-72.5% |
| Participant deferral / active EE | $1,911 | $1,992-4.0% | $3,144-39.2% | $3,192-40.1% |
| Admin fee / account holder | $10 | $2,969-99.7% | $4,850-99.8% | $4,297-99.8% |