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 | $2,683 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,937 | $63,346+5.7% | $92,233-27.4% | $70,131-4.6% |
| Participation rate | 88.0% | 68.7%+19.4pp | 76.5%+11.6pp | 69.5%+18.5pp |
| Annual return | 14.15% | 530.12%-516.0pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $347 | $2,471-86.0% | $3,679-90.6% | $2,342-85.2% |
| Participant deferral / active EE | $4,063 | $2,854+42.4% | $3,897+4.3% | $3,332+21.9% |
| Admin fee / account holder | $58 | $3,840-98.5% | $5,194-98.9% | $4,645-98.7% |