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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,760 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $21,514 | $50,082-57.0% | $93,406-77.0% | $79,858-73.1% |
| Participation rate | 92.9% | 60.9%+31.9pp | 66.8%+26.0pp | 69.6%+23.2pp |
| Annual return | 6.97% | 24.59%-17.6pp | 78.05%-71.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $2,830 | $1,303+117.2% | $2,075+36.4% | $2,471+14.6% |
| Participant deferral / active EE | $8,249 | $2,212+272.9% | $3,126+163.9% | $3,740+120.6% |
| Admin fee / account holder | $31 | $3,454-99.1% | $5,230-99.4% | $5,306-99.4% |