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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,880 |
Annual investment return 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 | $31,105 | $70,667-56.0% | $123,104-74.7% | $52,331-40.6% |
| Participation rate | 79.5% | 83.7%-4.2pp | 86.8%-7.3pp | 68.1%+11.4pp |
| Annual return | -1.78% | 6.23%-8.0pp | 13.22%-15.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,045 | $4,493+12.3% | $6,230-19.0% | $3,022+66.9% |
| Admin fee / account holder | $13 | $506-97.4% | $9,015-99.9% | $592-97.8% |