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 | $42,926 |
Filed as: LGT LLC Service code 10 · EIN 75-1044330 | Accounting | $16,956 |
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 | $23,998 | $56,443-57.5% | $83,848-71.4% | $55,725-56.9% |
| Participation rate | 93.6% | 72.0%+21.6pp | 76.1%+17.5pp | 70.9%+22.8pp |
| Annual return | -2.91% | 393.67%-396.6pp | 850.88%-853.8pp | 244.93%-247.8pp |
| Employer contribution / active EE | $782 | $2,682-70.9% | $3,631-78.5% | $2,078-62.4% |
| Participant deferral / active EE | $3,666 | $2,965+23.6% | $4,082-10.2% | $3,356+9.2% |
| Admin fee / account holder | $78 | $156-49.9% | $5,478-98.6% | $115-32.0% |