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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,091 |
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 | $71,192 | $93,182-23.6% | $146,665-51.5% | $79,386-10.3% |
| Participation rate | 98.3% | 76.4%+21.9pp | 80.1%+18.2pp | 70.7%+27.6pp |
| Annual return | 12.45% | 21.61%-9.2pp | 22.74%-10.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $3,159 | $2,420+30.6% | $4,136-23.6% | $2,427+30.1% |
| Participant deferral / active EE | $5,599 | $4,169+34.3% | $5,506+1.7% | $4,046+38.4% |
| Admin fee / account holder | $110 | $585-81.2% | $10,280-98.9% | $626-82.4% |