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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $52,846 |
Annual investment return 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 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 | $6,632 | $47,448-86.0% | $94,993-93.0% | $62,292-89.4% |
| Participation rate | 94.9% | 66.5%+28.4pp | 73.9%+21.0pp | 69.5%+25.4pp |
| Annual return | 11.83% | 22.64%-10.8pp | 27.12%-15.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $453 | $1,300-65.2% | $2,603-82.6% | $2,042-77.8% |
| Participant deferral / active EE | $1,274 | $2,375-46.3% | $3,317-61.6% | $3,169-59.8% |
| Admin fee / account holder | $115 | $434-73.6% | $4,960-97.7% | $479-76.1% |