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 8-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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,920 | $92,055-80.5% | $106,213-83.1% | $77,643-76.9% |
| Participation rate | 92.0% | 81.0%+11.0pp | 75.3%+16.8pp | 70.6%+21.5pp |
| Annual return | 13.10% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,462 | $3,367-56.6% | $3,171-53.9% | $2,726-46.3% |
| Participant deferral / active EE | $1,698 | $5,386-68.5% | $5,016-66.2% | $4,647-63.5% |
| Admin fee / account holder | $62 | $219-71.9% | $11,033-99.4% | $430-85.7% |