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 | $7,623 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,759 | $54,320-23.1% | $67,652-38.3% | $52,331-20.2% |
| Participation rate | 71.0% | 73.6%-2.6pp | 75.7%-4.6pp | 68.1%+2.9pp |
| Annual return | 0.98% | 6.81%-5.8pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,302 | $2,950+11.9% | $3,560-7.2% | $3,022+9.3% |
| Admin fee / account holder | $70 | $527-86.7% | $4,821-98.5% | $592-88.2% |