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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,620 |
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 | $12,607 | $47,977-73.7% | $154,107-91.8% | $56,287-77.6% |
| Participation rate | 84.9% | 66.2%+18.7pp | 83.0%+1.9pp | 69.9%+15.1pp |
| Annual return | -2.97% | 3.54%-6.5pp | 735.12%-738.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,910 | $2,169+34.2% | $5,298-45.1% | $2,111+37.8% |
| Participant deferral / active EE | $1,818 | $2,392-24.0% | $5,081-64.2% | $3,350-45.7% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |