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 | $2,805 |
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 | $43,169 | $52,953-18.5% | $172,739-75.0% | $65,185-33.8% |
| Participation rate | 77.8% | 66.2%+11.6pp | 82.6%-4.9pp | 70.2%+7.6pp |
| Annual return | 22.11% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,286 | $2,190-41.3% | $5,143-75.0% | $2,177-40.9% |
| Participant deferral / active EE | $3,465 | $2,471+40.3% | $5,198-33.3% | $3,514-1.4% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |