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 | $7,245 |
NATURAL INVEST LLC1 year Service code 27 1308 MONTEREY ST · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $5,168 |
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 | $32,208 | $50,637-36.4% | $86,590-62.8% | $62,292-48.3% |
| Participation rate | 89.9% | 67.9%+22.0pp | 73.5%+16.4pp | 69.5%+20.4pp |
| Annual return | 15.06% | 20.80%-5.7pp | 964.84%-949.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,506 | $2,075+20.7% | $2,839-11.8% | $2,042+22.7% |
| Participant deferral / active EE | $4,027 | $2,611+54.2% | $3,609+11.6% | $3,169+27.1% |
| Admin fee / account holder | $94 | $413-77.2% | $4,906-98.1% | $479-80.4% |