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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,628 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,476 | $59,417-42.0% | $93,606-63.2% | $74,495-53.7% |
| Participation rate | 76.7% | 59.7%+17.1pp | 68.7%+8.0pp | 67.2%+9.5pp |
| Annual return | 9.06% | 81.83%-72.8pp | 133.20%-124.1pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $484 | $1,264-61.7% | $2,420-80.0% | $2,623-81.5% |
| Participant deferral / active EE | $2,004 | $3,050-34.3% | $4,411-54.6% | $4,346-53.9% |
| Admin fee / account holder | $116 | $3,021-96.1% | $8,285-98.6% | $1,942-94.0% |