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 | $4,840 |
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 | $44,072 | $43,550+1.2% | $63,517-30.6% | $52,331-15.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 1.57% | 2.03%-0.5pp | -70.30%+71.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,799 | $1,351+107.2% | $2,322+20.5% | $1,882+48.7% |
| Participant deferral / active EE | $2,701 | $2,254+19.8% | $2,953-8.5% | $3,022-10.6% |
| Admin fee / account holder | $12 | $387-97.0% | $5,892-99.8% | $592-98.0% |