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 | $42,399 |
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 | $38,943 | $42,810-9.0% | $169,463-77.0% | $55,725-30.1% |
| Participation rate | 96.7% | 64.7%+32.0pp | 77.8%+19.0pp | 70.9%+25.9pp |
| Annual return | -5.14% | -3.61%-1.5pp | 1.83%-7.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $984 | $1,402-29.8% | $4,159-76.3% | $2,078-52.6% |
| Participant deferral / active EE | $5,635 | $3,141+79.4% | $5,277+6.8% | $3,356+67.9% |
| Admin fee / account holder | $98 | $106-8.0% | $9,109-98.9% | $115-15.0% |