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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,725 |
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 | $41,959 | $48,300-13.1% | $40,145,923-99.9% | $62,891-33.3% |
| Participation rate | 89.8% | 62.0%+27.8pp | 68.4%+21.4pp | 69.3%+20.5pp |
| Annual return | 7.24% | 6.95%+0.3pp | 5.24%+2.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,837 | $1,333+37.8% | $1,844-0.4% | $2,281-19.5% |
| Participant deferral / active EE | $5,181 | $2,388+117.0% | $2,591+100.0% | $3,203+61.8% |
| Admin fee / account holder | $71 | $2,919-97.6% | $2,903-97.6% | $4,296-98.4% |