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 Service code 15 · EIN 11-3665754 | Recordkeeping | $7,358 |
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 | $63,139 | $54,573+15.7% | $90,951-30.6% | $73,488-14.1% |
| Participation rate | 85.0% | 61.2%+23.8pp | 69.0%+15.9pp | 70.7%+14.3pp |
| Annual return | 11.77% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,049 | $991+5.8% | $2,122-50.6% | $2,270-53.8% |
| Participant deferral / active EE | $3,076 | $2,517+22.2% | $3,373-8.8% | $3,740-17.7% |
| Admin fee / account holder | $61 | $521-88.3% | $5,959-99.0% | $513-88.1% |