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: ACENSUS Service code 35 200 DRYDEN RD · DRESHER, PA 19025 | Employee (plan sponsor) | $13,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,038 | $61,272+140.0% | $149,673-1.8% | $71,457+105.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.13% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,891 | $2,378+21.6% | $4,818-40.0% | $2,588+11.7% |
| Participant deferral / active EE | $7,606 | $2,917+160.7% | $5,680+33.9% | $4,289+77.4% |
| Admin fee / account holder | $936 | $1,261-25.8% | $13,210-92.9% | $1,587-41.0% |