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: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $1,900 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,900 |
Participant contribution per participant 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 | $57,908 | $138,347-58.1% | $184,203-68.6% | $80,856-28.4% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 18.21% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,043 | $4,850-57.9% | $6,427-68.2% | $2,755-25.8% |
| Participant deferral / active EE | $3,001 | $7,071-57.6% | $9,131-67.1% | $4,296-30.1% |
| Admin fee / account holder | $33 | $10,483-99.7% | $13,901-99.8% | $6,918-99.5% |