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 7-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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $62,501 |
ASCENSUS LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,375 |
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 | $114,644 | $82,917+38.3% | $103,333+10.9% | $77,643+47.7% |
| Participation rate | 98.5% | 71.6%+27.0pp | 74.5%+24.0pp | 70.6%+28.0pp |
| Annual return | 17.84% | 19.13%-1.3pp | 24.88%-7.0pp | 31.24%-13.4pp |
| Employer contribution / active EE | $5,124 | $3,552+44.3% | $3,868+32.5% | $2,726+88.0% |
| Participant deferral / active EE | $7,598 | $4,108+84.9% | $5,057+50.2% | $4,647+63.5% |
| Admin fee / account holder | $130 | $638-79.6% | $8,355-98.4% | $430-69.7% |