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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,479 |
Annual investment return 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 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 | $22,629 | $68,408-66.9% | $57,179-60.4% | $57,658-60.8% |
| Participation rate | 99.6% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | -0.74% | 8.51%-9.2pp | 14.59%-15.3pp | 5.13%-5.9pp |
| Employer contribution / active EE | $964 | $2,869-66.4% | $2,682-64.0% | $1,974-51.1% |
| Participant deferral / active EE | $2,468 | $2,903-15.0% | $3,096-20.3% | $3,061-19.4% |
| Admin fee / account holder | $10 | $70-85.4% | $3,139-99.7% | $95-89.3% |