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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,661 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,103 | $54,320-7.8% | $67,652-25.9% | $52,331-4.3% |
| Participation rate | 83.8% | 73.6%+10.2pp | 75.7%+8.1pp | 68.1%+15.7pp |
| Annual return | -2.00% | 6.81%-8.8pp | 6625.04%-6627.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,127 | $1,544-27.0% | $2,266-50.3% | $1,882-40.1% |
| Participant deferral / active EE | $3,276 | $2,950+11.0% | $3,560-8.0% | $3,022+8.4% |
| Admin fee / account holder | $37 | $527-92.9% | $4,821-99.2% | $592-93.7% |