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 | $3,125 |
Employer 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 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 | $92,868 | $81,474+14.0% | $133,956-30.7% | $73,488+26.4% |
| Participation rate | 90.1% | 76.4%+13.7pp | 79.8%+10.3pp | 70.7%+19.4pp |
| Annual return | 12.10% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $510 | $2,209-76.9% | $3,919-87.0% | $2,270-77.5% |
| Participant deferral / active EE | $4,264 | $3,786+12.6% | $5,048-15.5% | $3,740+14.0% |
| Admin fee / account holder | $28 | $713-96.1% | $8,927-99.7% | $513-94.5% |