Filed April 29, 2022
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 LLC5+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,770 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,675 | $58,879-66.6% | $178,490-89.0% | $73,488-73.2% |
| Participation rate | 73.8% | 66.2%+7.6pp | 81.9%-8.1pp | 70.7%+3.2pp |
| Annual return | 4.38% | 24.86%-20.5pp | 151.07%-146.7pp | 28.51%-24.1pp |
| Employer contribution / active EE | $843 | $2,236-62.3% | $5,011-83.2% | $2,270-62.9% |
| Participant deferral / active EE | $1,485 | $2,567-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $7 | $400-98.4% | $13,984-100.0% | $513-98.7% |