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+ years Filed as: ASCENSUS TRUST Service code 15 · EIN 11-3665754 | Recordkeeping | $14,725 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,143 | $57,096-64.7% | $94,224-78.6% | $55,191-63.5% |
| Participation rate | 97.6% | 75.7%+21.9pp | 78.8%+18.8pp | 69.2%+28.4pp |
| Annual return | 13.74% | 159.65%-145.9pp | 10.68%+3.1pp | 10.78%+3.0pp |
| Employer contribution / active EE | $331 | $1,708-80.6% | $3,587-90.8% | $1,899-82.6% |
| Participant deferral / active EE | $2,157 | $3,165-31.8% | $4,320-50.1% | $3,046-29.2% |
| Admin fee / account holder | $2 | $89-97.9% | $6,269-100.0% | $91-97.9% |