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 | $1,126,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,619 | $177,276-92.9% | $185,117-93.2% | $177,276-92.9% |
| Participation rate | 96.9% | 74.8%+22.0pp | 77.3%+19.6pp | 74.8%+22.0pp |
| Annual return | 19.95% | 21.25%-1.3pp | 40.50%-20.5pp | 21.25%-1.3pp |
| Employer contribution / active EE | $991 | $2,479-60.0% | $4,182-76.3% | $2,479-60.0% |
| Participant deferral / active EE | $2,514 | $3,881-35.2% | $5,045-50.2% | $3,881-35.2% |
| Admin fee / account holder | $69 | $154-55.4% | $8,159-99.2% | $154-55.4% |