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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $18,064 |
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 | $20,303 | $37,196-45.4% | $154,107-86.8% | $55,725-63.6% |
| Participation rate | 89.7% | 64.1%+25.6pp | 83.0%+6.7pp | 70.9%+18.9pp |
| Annual return | 105.05% | 1319.68%-1214.6pp | 735.12%-630.1pp | 244.93%-139.9pp |
| Employer contribution / active EE | $597 | $1,614-63.0% | $5,298-88.7% | $2,078-71.3% |
| Participant deferral / active EE | $1,721 | $2,068-16.8% | $5,081-66.1% | $3,356-48.7% |
| Admin fee / account holder | $54 | $102-46.8% | $13,411-99.6% | $115-53.0% |