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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,070 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,320 | $73,638-18.1% | $95,952-37.1% | $73,488-17.9% |
| Participation rate | 95.0% | 76.2%+18.8pp | 77.1%+17.9pp | 70.7%+24.3pp |
| Annual return | 15.66% | 16.78%-1.1pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $950 | $1,863-49.0% | $2,541-62.6% | $2,270-58.1% |
| Participant deferral / active EE | $2,861 | $3,617-20.9% | $4,167-31.4% | $3,740-23.5% |
| Admin fee / account holder | $10 | $482-97.8% | $6,795-99.8% | $513-98.0% |