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 | $10,742 |
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 | $16,205 | $46,423-65.1% | $75,886-78.6% | $67,579-76.0% |
| Participation rate | 92.9% | 63.1%+29.9pp | 69.3%+23.7pp | 71.3%+21.7pp |
| Annual return | 23.70% | 32.29%-8.6pp | 30.76%-7.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $325 | $1,406-76.9% | $2,500-87.0% | $2,148-84.9% |
| Participant deferral / active EE | $2,161 | $2,564-15.7% | $3,603-40.0% | $3,539-39.0% |
| Admin fee / account holder | $21 | $132-83.9% | $5,418-99.6% | $142-85.1% |