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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $27,406 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,872 |
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 | $19,091 | $31,424-39.2% | $81,478-76.6% | $69,631-72.6% |
| Participation rate | 92.2% | 50.8%+41.3pp | 68.0%+24.2pp | 70.7%+21.5pp |
| Annual return | 18.45% | 22.44%-4.0pp | 38.78%-20.3pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $341 | $1,029-66.9% | $2,568-86.7% | $2,032-83.2% |
| Participant deferral / active EE | $2,163 | $1,838+17.7% | $3,537-38.8% | $3,224-32.9% |
| Admin fee / account holder | $152 | $103+48.2% | $4,561-96.7% | $110+37.7% |