Filed May 13, 2021
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 | $15,210 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,322 | $91,190-83.2% | $178,490-91.4% | $79,858-80.8% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 12.49% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,416 | $3,256-56.5% | $5,011-71.7% | $2,471-42.7% |
| Participant deferral / active EE | $555 | $3,236-82.9% | $5,202-89.3% | $3,740-85.2% |
| Admin fee / account holder | $70 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |