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 LLC5 years Filed as: ASCENSUS TRUST Service code 15 · EIN 45-0404698 1655 43RD STREET S, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $4,901 |
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 | $141,503 | $77,899+81.6% | $149,673-5.5% | $75,163+88.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.36% | 31.72%-9.4pp | 134.42%-112.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $8,760 | $3,137+179.2% | $4,818+81.8% | $2,670+228.1% |
| Participant deferral / active EE | $6,758 | $3,411+98.1% | $5,680+19.0% | $4,125+63.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |