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 Service code 15 · EIN 11-3665754 | Recordkeeping | $13,486 |
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 | $62,099 | $81,474-23.8% | $133,956-53.6% | $73,488-15.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.58% | 19.40%-2.8pp | 45.09%-28.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,149 | $2,209+42.5% | $3,919-19.6% | $2,270+38.7% |
| Participant deferral / active EE | $5,328 | $3,786+40.7% | $5,048+5.6% | $3,740+42.5% |
| Admin fee / account holder | $100 | $713-86.0% | $8,927-98.9% | $513-80.5% |