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 | $4,260 |
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 | $34,508 | $42,548-18.9% | $74,550-53.7% | $56,287-38.7% |
| Participation rate | 87.7% | 60.5%+27.2pp | 69.1%+18.6pp | 69.9%+17.9pp |
| Annual return | -4.71% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,101 | $855+28.7% | $1,961-43.9% | $2,111-47.9% |
| Participant deferral / active EE | $2,888 | $2,277+26.8% | $3,108-7.1% | $3,350-13.8% |
| Admin fee / account holder | $23 | $467-95.0% | $5,060-99.5% | $521-95.5% |