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 | $12,878 |
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 | $67,647 | $54,762+23.5% | $90,281-25.1% | $72,985-7.3% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 22.29% | 30.63%-8.3pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,621 | $2,092-22.5% | $2,854-43.2% | $2,440-33.6% |
| Participant deferral / active EE | $6,570 | $2,887+127.6% | $3,885+69.1% | $3,607+82.1% |
| Admin fee / account holder | $133 | $3,972-96.7% | $5,351-97.5% | $5,124-97.4% |