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 Service code 15 · EIN 11-3665754 | Recordkeeping | $19,605 |
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 | $40,981 | $51,620-20.6% | $90,281-54.6% | $65,185-37.1% |
| Participation rate | 98.3% | 68.6%+29.7pp | 73.3%+25.1pp | 70.2%+28.1pp |
| Annual return | 20.22% | 24.94%-4.7pp | 78.10%-57.9pp | 29.38%-9.2pp |
| Employer contribution / active EE | $833 | $2,235-62.7% | $2,854-70.8% | $2,177-61.7% |
| Participant deferral / active EE | $2,809 | $2,871-2.1% | $3,885-27.7% | $3,514-20.1% |
| Admin fee / account holder | $102 | $384-73.5% | $5,351-98.1% | $847-88.0% |