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 7-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 | $14,881 |
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 | $48,049 | $81,900-41.3% | $119,609-59.8% | $68,494-29.9% |
| Participation rate | 81.8% | 71.9%+9.9pp | 79.3%+2.6pp | 67.9%+13.9pp |
| Annual return | -18.04% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,075 | $4,148+46.5% | $5,602+8.4% | $4,027+50.9% |
| Admin fee / account holder | $134 | $6,582-98.0% | $10,323-98.7% | $5,403-97.5% |