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 | $3,210 |
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 | $35,290 | $47,977-26.4% | $154,107-77.1% | $56,287-37.3% |
| Participation rate | 79.4% | 66.2%+13.2pp | 83.0%-3.6pp | 69.9%+9.5pp |
| Annual return | -5.38% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,289 | $2,169-40.6% | $5,298-75.7% | $2,111-38.9% |
| Participant deferral / active EE | $3,455 | $2,392+44.5% | $5,081-32.0% | $3,350+3.2% |
| Admin fee / account holder | $18 | $438-95.8% | $13,411-99.9% | $521-96.5% |