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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,426 |
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 | $147,127 | $99,957+47.2% | $149,696-1.7% | $73,488+100.2% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 12.59% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,800 | $3,191-43.6% | $4,644-61.2% | $2,270-20.7% |
| Participant deferral / active EE | $7,199 | $6,073+18.5% | $6,842+5.2% | $3,740+92.5% |
| Admin fee / account holder | $49 | $551-91.2% | $9,309-99.5% | $513-90.5% |