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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $55,920 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,575 | $37,044-85.0% | $71,796-92.2% | $57,658-90.3% |
| Participation rate | 93.6% | 61.1%+32.5pp | 69.1%+24.5pp | 70.2%+23.4pp |
| Annual return | 8.82% | 12.64%-3.8pp | 78.04%-69.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $497 | $720-30.9% | $1,924-74.2% | $1,974-74.8% |
| Participant deferral / active EE | $635 | $1,974-67.8% | $2,794-77.3% | $3,061-79.2% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |