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 | $6,315 |
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 | $62,979 | $49,138+28.2% | $84,015-25.0% | $65,185-3.4% |
| Participation rate | 73.5% | 60.7%+12.7pp | 69.0%+4.4pp | 70.2%+3.3pp |
| Annual return | 18.38% | 23.00%-4.6pp | 71.31%-52.9pp | 29.38%-11.0pp |
| Employer contribution / active EE | $347 | $914-62.1% | $1,983-82.5% | $2,177-84.1% |
| Participant deferral / active EE | $3,622 | $2,397+51.1% | $3,239+11.8% | $3,514+3.1% |
| Admin fee / account holder | $29 | $543-94.7% | $6,101-99.5% | $847-96.6% |