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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,845 | $54,573-19.7% | $90,951-51.8% | $73,488-40.3% |
| Participation rate | 69.6% | 61.2%+8.5pp | 69.0%+0.6pp | 70.7%-1.0pp |
| Annual return | 17.83% | 16.69%+1.1pp | 134.60%-116.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $766 | $991-22.7% | $2,122-63.9% | $2,270-66.2% |
| Participant deferral / active EE | $2,409 | $2,517-4.3% | $3,373-28.6% | $3,740-35.6% |
| Admin fee / account holder | $101 | $521-80.6% | $5,959-98.3% | $513-80.3% |