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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,528 |
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 | $94,238 | $81,900+15.1% | $119,609-21.2% | $68,494+37.6% |
| Participation rate | 88.3% | 71.9%+16.4pp | 79.3%+9.0pp | 67.9%+20.4pp |
| Annual return | -11.38% | -23.82%+12.4pp | -14.97%+3.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,241 | $2,693-53.9% | $4,232-70.7% | $2,596-52.2% |
| Participant deferral / active EE | $5,035 | $4,148+21.4% | $5,602-10.1% | $4,027+25.0% |
| Admin fee / account holder | $145 | $6,582-97.8% | $10,323-98.6% | $5,403-97.3% |