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 | $17,679 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,344 | $91,538-62.5% | $129,995-73.6% | $75,163-54.3% |
| Participation rate | 96.5% | 71.4%+25.0pp | 78.5%+18.0pp | 67.2%+29.3pp |
| Annual return | 10.44% | -631.11%+641.5pp | -137.18%+147.6pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,394 | $2,845-15.9% | $4,320-44.6% | $2,670-10.3% |
| Participant deferral / active EE | $2,750 | $4,341-36.6% | $5,820-52.7% | $4,125-33.3% |
| Admin fee / account holder | $103 | $6,790-98.5% | $10,614-99.0% | $5,651-98.2% |