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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,960 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,491 | $37,117+19.9% | $147,614-69.9% | $55,191-19.4% |
| Participation rate | 80.9% | 63.6%+17.3pp | 84.6%-3.7pp | 69.2%+11.7pp |
| Annual return | -1.45% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,073 | $1,620-33.8% | $5,564-80.7% | $1,899-43.5% |
| Participant deferral / active EE | $4,057 | $1,985+104.3% | $4,895-17.1% | $3,046+33.2% |
| Admin fee / account holder | $10 | $86-87.9% | $11,611-99.9% | $91-88.6% |