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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,270 |
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 | $49,152 | $80,753-39.1% | $136,294-63.9% | $62,292-21.1% |
| Participation rate | 98.3% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 22.15% | 35.83%-13.7pp | 5155.94%-5133.8pp | 28.90%-6.7pp |
| Employer contribution / active EE | $6,862 | $2,884+138.0% | $4,695+46.1% | $2,042+236.0% |
| Participant deferral / active EE | $7,137 | $5,164+38.2% | $6,247+14.2% | $3,169+125.2% |
| Admin fee / account holder | $8 | $525-98.4% | $9,243-99.9% | $479-98.3% |