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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,400 |
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 | $36,805 | $74,089-50.3% | $133,980-72.5% | $55,167-33.3% |
| Participation rate | 77.6% | 84.3%-6.7pp | 87.1%-9.5pp | 69.0%+8.6pp |
| Annual return | 6.59% | 12.11%-5.5pp | 29.30%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,910 | $4,678+26.3% | $6,282-5.9% | $3,054+93.5% |
| Admin fee / account holder | $11 | $458-97.7% | $9,324-99.9% | $504-97.9% |