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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $960 |
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 | $110,735 | $77,813+42.3% | $123,544-10.4% | $64,186+72.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -7.78% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,412 | $3,014-20.0% | $4,628-47.9% | $2,381+1.3% |
| Participant deferral / active EE | $9,565 | $5,240+82.5% | $6,426+48.9% | $3,470+175.7% |
| Admin fee / account holder | $8 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |