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 LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $43,300 |
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 | $101,435 | $96,018+5.6% | $65,493+54.9% | $85,563+18.6% |
| Participation rate | 72.4% | 74.8%-2.4pp | 73.1%-0.7pp | 66.0%+6.5pp |
| Annual return | 12.54% | 14.51%-2.0pp | 982.45%-969.9pp | 31.51%-19.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,691 | $4,055+15.7% | $3,961+18.4% | $4,375+7.2% |
| Admin fee / account holder | $203 | $271-24.9% | $5,028-96.0% | $834-75.6% |