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 | $2,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,310 | $86,286+44.1% | $111,297+11.7% | $85,850+44.8% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 10.50% | 19.99%-9.5pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,603 | $2,043-21.5% | $2,731-41.3% | $2,565-37.5% |
| Participant deferral / active EE | $4,559 | $3,641+25.2% | $4,487+1.6% | $3,952+15.4% |
| Admin fee / account holder | $22 | $8,188-99.7% | $7,964-99.7% | $6,260-99.7% |