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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,080 |
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 | $46,718 | $84,233-44.5% | $170,442-72.6% | $70,131-33.4% |
| Participation rate | 72.1% | 70.8%+1.3pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 26.02% | 23.06%+3.0pp | 205.93%-179.9pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,452 | $3,387-57.1% | $5,433-73.3% | $2,342-38.0% |
| Participant deferral / active EE | $4,196 | $3,086+36.0% | $4,939-15.0% | $3,332+25.9% |
| Admin fee / account holder | $31 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |