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 | $30,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,394 | $62,928-61.2% | $172,739-85.9% | $67,579-63.9% |
| Participation rate | 81.7% | 64.5%+17.2pp | 82.6%-1.0pp | 71.3%+10.4pp |
| Annual return | 21.32% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,143-85.7% | $2,148-65.6% |
| Participant deferral / active EE | $2,450 | $2,145+14.2% | $5,198-52.9% | $3,539-30.8% |
| Admin fee / account holder | $85 | $167-49.1% | $13,954-99.4% | $142-40.4% |