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 | $10,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $49,098 | $39,245+25.1% | $64,105-23.4% | $52,331-6.2% |
| Participation rate | 50.4% | 58.2%-7.8pp | 68.2%-17.8pp | 68.1%-17.7pp |
| Annual return | 0.48% | 14.79%-14.3pp | 791.24%-790.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $239 | $736-67.6% | $1,820-86.9% | $1,882-87.3% |
| Participant deferral / active EE | $2,555 | $1,992+28.3% | $2,822-9.5% | $3,022-15.5% |
| Admin fee / account holder | $102 | $592-82.8% | $4,499-97.7% | $592-82.8% |