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 TRUST Service code 15 · EIN 45-0404698 1655 43RD STREET S, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $5,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,103 | $95,416+50.0% | $185,823-23.0% | $85,850+66.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.43% | 23.59%-5.2pp | 122.05%-103.6pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,909 | $3,314+138.7% | $5,167+53.0% | $2,565+208.3% |
| Participant deferral / active EE | $5,922 | $3,423+73.0% | $5,568+6.4% | $3,952+49.8% |
| Admin fee / account holder | $37 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |