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 | $17,790 |
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 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 | $15,714 | $38,925-59.6% | $73,843-78.7% | $55,191-71.5% |
| Participation rate | 80.6% | 66.0%+14.5pp | 73.4%+7.1pp | 69.2%+11.4pp |
| Annual return | -0.35% | 6.31%-6.7pp | 2267.84%-2268.2pp | 10.78%-11.1pp |
| Employer contribution / active EE | $728 | $1,695-57.0% | $2,787-73.9% | $1,899-61.7% |
| Participant deferral / active EE | $1,468 | $2,351-37.6% | $3,583-59.0% | $3,046-51.8% |
| Admin fee / account holder | $22 | $83-73.2% | $4,880-99.5% | $91-75.5% |