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 | $9,685 |
Employer contribution per participant 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 | $33,196 | $55,453-40.1% | $170,442-80.5% | $62,292-46.7% |
| Participation rate | 70.1% | 66.4%+3.7pp | 83.6%-13.5pp | 69.5%+0.5pp |
| Annual return | 17.87% | 21.38%-3.5pp | 205.93%-188.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $39 | $2,164-98.2% | $5,433-99.3% | $2,042-98.1% |
| Participant deferral / active EE | $2,673 | $2,303+16.1% | $4,939-45.9% | $3,169-15.7% |
| Admin fee / account holder | $62 | $455-86.3% | $13,880-99.5% | $479-87.0% |