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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,276 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,561 | $99,985-61.4% | $146,665-73.7% | $85,850-55.1% |
| Participation rate | 97.8% | 73.1%+24.7pp | 80.1%+17.7pp | 69.3%+28.4pp |
| Annual return | 10.62% | 18.93%-8.3pp | 22.74%-12.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,274 | $2,559-11.1% | $4,136-45.0% | $2,565-11.3% |
| Participant deferral / active EE | $2,579 | $4,006-35.6% | $5,506-53.2% | $3,952-34.7% |
| Admin fee / account holder | $96 | $7,702-98.8% | $10,280-99.1% | $6,260-98.5% |