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 9-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 year Filed as: ANUVU OPERATIONS LLC Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $224,870 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $80,000 |
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 | $98,999 | $104,317-5.1% | $159,436-37.9% | $86,799+14.1% |
| Participation rate | 82.2% | 77.7%+4.5pp | 82.8%-0.6pp | 72.3%+9.9pp |
| Annual return | 16.94% | 26.32%-9.4pp | 263.57%-246.6pp | 97.91%-81.0pp |
| Employer contribution / active EE | $6,331 | $3,451+83.5% | $4,829+31.1% | $2,405+163.2% |
| Participant deferral / active EE | $13,799 | $6,837+101.8% | $7,352+87.7% | $4,131+234.0% |
| Admin fee / account holder | $179 | $172+4.0% | $10,799-98.3% | $170+5.6% |