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 | $3,338 |
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 | $85,065 | $73,638+15.5% | $95,952-11.3% | $73,488+15.8% |
| Participation rate | 94.3% | 76.2%+18.1pp | 77.1%+17.2pp | 70.7%+23.6pp |
| Annual return | 17.65% | 16.78%+0.9pp | 91.61%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,777 | $1,863+49.1% | $2,541+9.3% | $2,270+22.3% |
| Participant deferral / active EE | $5,155 | $3,617+42.5% | $4,167+23.7% | $3,740+37.9% |
| Admin fee / account holder | $20 | $482-95.8% | $6,795-99.7% | $513-96.0% |