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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,657 |
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 | $102,243 | $104,699-2.3% | $129,995-21.3% | - |
| Participation rate | 83.8% | 73.3%+10.5pp | 78.5%+5.4pp | - |
| Annual return | 12.39% | 12.02%+0.4pp | -137.18%+149.6pp | - |
| Employer contribution / active EE | $1,168 | $2,071-43.6% | $4,320-73.0% | - |
| Participant deferral / active EE | $4,765 | $4,216+13.0% | $5,820-18.1% | - |
| Admin fee / account holder | $148 | $5,899-97.5% | $10,614-98.6% | - |