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 LLC9+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $15,636 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,190 | $81,460-42.1% | $103,333-54.3% | $80,856-41.6% |
| Participation rate | 98.8% | 66.8%+31.9pp | 74.5%+24.3pp | 67.6%+31.1pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,868 | $3,105-39.9% | $3,868-51.7% | $2,755-32.2% |
| Participant deferral / active EE | $2,360 | $3,869-39.0% | $5,057-53.3% | $4,296-45.1% |
| Admin fee / account holder | $106 | $6,566-98.4% | $8,355-98.7% | $6,918-98.5% |