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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,815 |
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 | $31,812 | $33,745-5.7% | $64,105-50.4% | $55,191-42.4% |
| Participation rate | 83.5% | 59.4%+24.2pp | 68.2%+15.3pp | 69.2%+14.4pp |
| Annual return | 6.97% | 4.95%+2.0pp | 791.24%-784.3pp | 10.78%-3.8pp |
| Employer contribution / active EE | $709 | $641+10.6% | $1,820-61.0% | $1,899-62.7% |
| Participant deferral / active EE | $2,679 | $1,929+38.9% | $2,822-5.0% | $3,046-12.0% |
| Admin fee / account holder | $37 | $94-60.7% | $4,499-99.2% | $91-59.1% |