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 9-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: RETIREMENT STRATEGIES GROUP, LLC Service code 99 · EIN 72-1450587 | Other Fees | $9,635 |
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 | $41,547 | $42,772-2.9% | $87,507-52.5% | $55,167-24.7% |
| Participation rate | 82.5% | 66.5%+16.0pp | 73.8%+8.7pp | 69.0%+13.5pp |
| Annual return | 66.23% | 21.20%+45.0pp | 12.21%+54.0pp | 169.23%-103.0pp |
| Employer contribution / active EE | $854 | $1,277-33.2% | $2,550-66.5% | $1,963-56.5% |
| Participant deferral / active EE | $2,038 | $2,342-13.0% | $3,149-35.3% | $3,054-33.3% |
| Admin fee / account holder | $50 | $461-89.3% | $4,221-98.8% | $504-90.2% |