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 | $14,388 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $14,090 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,468 | $42,353-49.3% | $79,550-73.0% | $64,808-66.9% |
| Participation rate | 78.3% | 64.8%+13.6pp | 69.5%+8.8pp | 71.5%+6.8pp |
| Annual return | -6.09% | -12.24%+6.1pp | 0.16%-6.3pp | 32.82%-38.9pp |
| Employer contribution / active EE | $1,209 | $1,181+2.4% | $2,413-49.9% | $2,506-51.8% |
| Participant deferral / active EE | $2,209 | $3,170-30.3% | $3,985-44.6% | $4,310-48.7% |
| Admin fee / account holder | $101 | $160-36.9% | $6,832-98.5% | $188-46.4% |