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 | $4,620 |
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 | $37,877 | $51,466-26.4% | $78,778-51.9% | $62,292-39.2% |
| Participation rate | 77.4% | 59.8%+17.7pp | 69.2%+8.3pp | 69.5%+7.9pp |
| Annual return | 16.58% | 19.96%-3.4pp | 35.62%-19.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $959 | $827+15.9% | $1,986-51.7% | $2,042-53.1% |
| Participant deferral / active EE | $2,356 | $2,147+9.7% | $2,958-20.4% | $3,169-25.6% |
| Admin fee / account holder | $26 | $489-94.7% | $5,134-99.5% | $479-94.6% |