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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $38,172 |
Service code 27 · EIN 95-3706234 | Advisory (Plan) | $29,265 |
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 | $34,601 | $43,411-20.3% | $94,993-63.6% | $69,631-50.3% |
| Participation rate | 60.3% | 64.4%-4.1pp | 73.9%-13.5pp | 70.7%-10.3pp |
| Annual return | 19.34% | 22.54%-3.2pp | 27.12%-7.8pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $535 | $1,202-55.5% | $2,603-79.5% | $2,032-73.7% |
| Participant deferral / active EE | $2,062 | $2,384-13.5% | $3,317-37.8% | $3,224-36.0% |
| Admin fee / account holder | $212 | $87+142.9% | $4,960-95.7% | $110+92.0% |