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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,530 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,043 | $91,407+14.9% | $135,903-22.7% | $71,457+47.0% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 12.35% | 29.90%-17.5pp | 68.23%-55.9pp | 28.85%-16.5pp |
| Employer contribution / active EE | $7,468 | $3,703+101.7% | $4,856+53.8% | $2,588+188.6% |
| Participant deferral / active EE | $8,400 | $7,092+18.4% | $7,758+8.3% | $4,289+95.9% |
| Admin fee / account holder | $4 | $1,266-99.7% | $10,762-100.0% | $1,587-99.8% |