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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,860 |
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 | $41,003 | $49,138-16.6% | $84,015-51.2% | $65,185-37.1% |
| Participation rate | 82.4% | 60.7%+21.6pp | 69.0%+13.3pp | 70.2%+12.2pp |
| Annual return | 16.56% | 23.00%-6.4pp | 71.31%-54.7pp | 29.38%-12.8pp |
| Employer contribution / active EE | $1,093 | $914+19.7% | $1,983-44.9% | $2,177-49.8% |
| Participant deferral / active EE | $2,837 | $2,397+18.4% | $3,239-12.4% | $3,514-19.3% |
| Admin fee / account holder | $27 | $543-95.0% | $6,101-99.6% | $847-96.8% |