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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,530 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,438 | $80,753-2.9% | $136,294-42.4% | $62,292+25.9% |
| Participation rate | 72.7% | 73.5%-0.8pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 16.75% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $825 | $2,884-71.4% | $4,695-82.4% | $2,042-59.6% |
| Participant deferral / active EE | $5,550 | $5,164+7.5% | $6,247-11.2% | $3,169+75.1% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |