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 | $5,575 |
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 | $23,319 | $35,485-34.3% | $74,550-68.7% | $55,725-58.2% |
| Participation rate | 80.4% | 62.5%+17.8pp | 69.1%+11.2pp | 70.9%+9.5pp |
| Annual return | -4.23% | 0.72%-4.9pp | 32.53%-36.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,855 | $2,181-14.9% | $3,108-40.3% | $3,356-44.7% |
| Admin fee / account holder | $20 | $114-82.5% | $5,060-99.6% | $115-82.7% |