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 LLC3 years Service code 33 · EIN 11-3665754 | Securities brokerage; Direct payment ... | $144,201 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,776 | $31,741-50.3% | $56,411-72.0% | $199,593-92.1% |
| Participation rate | 93.1% | 32.3%+60.7pp | 52.5%+40.6pp | 72.0%+21.1pp |
| Annual return | 12.40% | 14.72%-2.3pp | 1701.33%-1688.9pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,708 | $508+236.5% | $1,039+64.4% | $3,034-43.7% |
| Participant deferral / active EE | $2,486 | $1,184+110.0% | $1,952+27.4% | $5,087-51.1% |
| Admin fee / account holder | $89 | $426-79.0% | $2,829-96.8% | $269-66.7% |