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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,310 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,833 | $215,321-62.9% | $143,757-44.5% | - |
| Participation rate | 94.9% | 60.1%+34.9pp | 80.3%+14.6pp | - |
| Annual return | -12.62% | -15.45%+2.8pp | -0.04%-12.6pp | - |
| Employer contribution / active EE | $4,598 | $1,875+145.2% | $4,951-7.1% | - |
| Participant deferral / active EE | $5,509 | $2,485+121.7% | $5,637-2.3% | - |
| Admin fee / account holder | $20 | $36,394-99.9% | $14,673-99.9% | - |