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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $95,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,247 | $241,101-90.4% | $103,374-77.5% | $199,768-88.4% |
| Participation rate | 93.2% | 78.3%+14.9pp | 74.5%+18.7pp | 72.0%+21.2pp |
| Annual return | 12.79% | 17.80%-5.0pp | 24.89%-12.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $438 | $4,244-89.7% | $3,869-88.7% | $3,037-85.6% |
| Participant deferral / active EE | $2,714 | $3,958-31.4% | $5,058-46.3% | $5,090-46.7% |
| Admin fee / account holder | $79 | $288-72.5% | $8,394-99.1% | $269-70.6% |