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 |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,730 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,059 | $104,475-28.2% | $159,436-52.9% | $79,386-5.5% |
| Participation rate | 72.1% | 76.6%-4.5pp | 82.8%-10.7pp | 70.7%+1.4pp |
| Annual return | 14.93% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,942 | $6,467-54.5% | $7,352-60.0% | $4,046-27.3% |
| Admin fee / account holder | $141 | $711-80.1% | $10,799-98.7% | $626-77.4% |