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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,599 |
LAKE CITY BANK5+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $5,227 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,401 | $76,367-72.0% | $93,606-77.1% | $72,985-70.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.85% | 25.82%-9.0pp | 32.76%-15.9pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,128 | $2,275-50.4% | $2,718-58.5% | $2,440-53.7% |
| Participant deferral / active EE | $2,152 | $3,538-39.2% | $4,069-47.1% | $3,607-40.3% |
| Admin fee / account holder | $147 | $6,838-97.8% | $7,888-98.1% | $5,124-97.1% |