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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $107,047 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,347 | $49,693-77.2% | $70,515-83.9% | $74,419-84.8% |
| Participation rate | 94.4% | 64.7%+29.7pp | 68.3%+26.0pp | 70.7%+23.7pp |
| Annual return | 15.16% | 21.22%-6.1pp | 32.77%-17.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $834 | $1,773-53.0% | $2,973-72.0% | $2,637-68.4% |
| Participant deferral / active EE | $2,353 | $3,376-30.3% | $4,567-48.5% | $4,528-48.0% |
| Admin fee / account holder | $84 | $316-73.5% | $6,412-98.7% | $348-75.9% |