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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,402 |
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 | $57,763 | $49,177+17.5% | $79,464-27.3% | $64,186-10.0% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.0pp |
| Annual return | -6.41% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,604 | $2,076-22.7% | $2,800-42.7% | $2,381-32.6% |
| Participant deferral / active EE | $7,482 | $2,821+165.2% | $3,704+102.0% | $3,470+115.7% |
| Admin fee / account holder | $45 | $3,839-98.8% | $5,113-99.1% | $4,888-99.1% |