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 9-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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,534 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,647 | $52,884-91.2% | $84,750-94.5% | $55,167-91.6% |
| Participation rate | 84.3% | 67.5%+16.7pp | 76.6%+7.7pp | 69.0%+15.3pp |
| Annual return | 5.87% | 18.03%-12.2pp | 22.78%-16.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,973 | $2,644-25.4% | $3,712-46.8% | $3,054-35.4% |
| Admin fee / account holder | $11 | $581-98.1% | $5,332-99.8% | $504-97.9% |