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 4-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 | $7,237 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,003 | $54,701-87.2% | $86,188-91.9% | $71,457-90.2% |
| Participation rate | 79.7% | 60.1%+19.6pp | 69.0%+10.7pp | 67.9%+11.8pp |
| Annual return | 62.80% | 20.06%+42.7pp | 1168.45%-1105.6pp | 28.85%+34.0pp |
| Employer contribution / active EE | $764 | $1,265-39.6% | $2,380-67.9% | $2,588-70.5% |
| Participant deferral / active EE | $2,282 | $3,108-26.6% | $3,985-42.7% | $4,289-46.8% |
| Admin fee / account holder | $27 | $1,922-98.6% | $6,852-99.6% | $1,587-98.3% |