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 | $2,790 |
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 | $42,573 | $77,813-45.3% | $123,544-65.5% | $64,186-33.7% |
| Participation rate | 82.4% | 74.7%+7.7pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -6.83% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,101 | $3,014+2.9% | $4,628-33.0% | $2,381+30.2% |
| Participant deferral / active EE | $6,334 | $5,240+20.9% | $6,426-1.4% | $3,470+82.6% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |