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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,648 |
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 | $79,737 | $73,981+7.8% | $105,722-24.6% | $62,891+26.8% |
| Participation rate | 90.5% | 71.7%+18.8pp | 78.9%+11.6pp | 69.3%+21.2pp |
| Annual return | 7.16% | 17.60%-10.4pp | 12.25%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,237 | $2,856+118.4% | $4,079+52.9% | $2,281+173.4% |
| Participant deferral / active EE | $8,217 | $4,038+103.5% | $5,326+54.3% | $3,203+156.6% |
| Admin fee / account holder | $26 | $5,976-99.6% | $8,308-99.7% | $4,296-99.4% |