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 | $2,040 |
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 | $75,715 | $71,192+6.4% | $117,854-35.8% | $62,292+21.5% |
| Participation rate | 77.1% | 74.2%+2.9pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 19.85% | 18.66%+1.2pp | 335.08%-315.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $860 | $1,934-55.5% | $3,786-77.3% | $2,042-57.9% |
| Participant deferral / active EE | $3,396 | $3,189+6.5% | $4,482-24.2% | $3,169+7.2% |
| Admin fee / account holder | $17 | $587-97.0% | $8,020-99.8% | $479-96.4% |