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 | $7,837 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,824 | $41,467-69.1% | $67,313-80.9% | $55,725-77.0% |
| Participation rate | 91.5% | 62.5%+29.0pp | 69.1%+22.5pp | 70.9%+20.7pp |
| Annual return | -6.35% | 0.82%-7.2pp | -4.08%-2.3pp | 244.93%-251.3pp |
| Employer contribution / active EE | $294 | $1,316-77.7% | $2,566-88.6% | $2,078-85.9% |
| Participant deferral / active EE | $1,895 | $2,399-21.0% | $3,568-46.9% | $3,356-43.5% |
| Admin fee / account holder | $16 | $102-84.2% | $4,507-99.6% | $115-86.0% |