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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,290 |
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 | $44,281 | $89,739-50.7% | $149,718-70.4% | $62,292-28.9% |
| Participation rate | 70.4% | 85.1%-14.7pp | 87.1%-16.6pp | 69.5%+0.9pp |
| Annual return | 15.14% | 21.01%-5.9pp | 1501.63%-1486.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,073 | $4,797+5.7% | $6,569-22.8% | $3,169+60.1% |
| Admin fee / account holder | $20 | $551-96.4% | $11,283-99.8% | $479-95.9% |