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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,383 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,532 | $77,634-81.3% | $156,549-90.7% | $62,891-76.9% |
| Participation rate | 73.6% | 71.2%+2.4pp | 84.0%-10.4pp | 69.3%+4.3pp |
| Annual return | 4.58% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $977 | $3,444-71.6% | $5,501-82.2% | $2,281-57.2% |
| Participant deferral / active EE | $1,122 | $3,045-63.2% | $4,871-77.0% | $3,203-65.0% |
| Admin fee / account holder | $85 | $5,561-98.5% | $13,027-99.3% | $4,296-98.0% |