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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,500 |
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 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 | $58,541 | $39,245+49.2% | $64,105-8.7% | $52,331+11.9% |
| Participation rate | 62.2% | 58.2%+4.0pp | 68.2%-6.0pp | 68.1%-5.9pp |
| Annual return | -1.26% | 14.79%-16.0pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $564 | $736-23.3% | $1,820-69.0% | $1,882-70.0% |
| Participant deferral / active EE | $3,209 | $1,992+61.1% | $2,822+13.7% | $3,022+6.2% |
| Admin fee / account holder | $27 | $592-95.5% | $4,499-99.4% | $592-95.4% |