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 | $4,423 |
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 | $76,600 | $63,764+20.1% | $81,930-6.5% | $79,858-4.1% |
| Participation rate | 72.1% | 67.5%+4.6pp | 72.0%+0.1pp | 69.6%+2.4pp |
| Annual return | 18.05% | 22.66%-4.6pp | 29.49%-11.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,782 | $2,780+36.0% | $7,107-46.8% | $3,740+1.1% |
| Admin fee / account holder | $96 | $4,426-97.8% | $5,158-98.1% | $5,306-98.2% |