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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,522 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,716 | $106,028-56.9% | $146,958-68.9% | $77,643-41.1% |
| Participation rate | 72.8% | 78.4%-5.5pp | 82.2%-9.3pp | 70.6%+2.3pp |
| Annual return | 33.83% | 56.73%-22.9pp | 418.34%-384.5pp | 31.24%+2.6pp |
| Employer contribution / active EE | $995 | $4,063-75.5% | $4,933-79.8% | $2,726-63.5% |
| Participant deferral / active EE | $3,179 | $7,990-60.2% | $8,070-60.6% | $4,647-31.6% |
| Admin fee / account holder | $71 | $337-79.1% | $12,998-99.5% | $430-83.6% |