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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,539 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,788 | $108,549-81.8% | $156,263-87.3% | $85,563-76.9% |
| Participation rate | 92.3% | 77.1%+15.2pp | 78.9%+13.4pp | 66.0%+26.3pp |
| Annual return | 18.27% | 21.79%-3.5pp | 59.47%-41.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $1,030 | $2,690-61.7% | $4,333-76.2% | $2,654-61.2% |
| Participant deferral / active EE | $2,738 | $4,800-43.0% | $6,158-55.5% | $4,375-37.4% |
| Admin fee / account holder | $71 | $650-89.0% | $14,255-99.5% | $834-91.5% |