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 | $42,378 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $8,326 |
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 | $29,493 | $46,292-36.3% | $143,757-79.5% | $64,808-54.5% |
| Participation rate | 90.6% | 64.2%+26.4pp | 80.3%+10.3pp | 71.5%+19.1pp |
| Annual return | -16.84% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,203 | $1,910+15.4% | $4,951-55.5% | $2,506-12.1% |
| Participant deferral / active EE | $3,521 | $2,646+33.1% | $5,637-37.5% | $4,310-18.3% |
| Admin fee / account holder | $124 | $154-19.4% | $14,673-99.2% | $188-34.0% |