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 | $19,399 |
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 | $96,175 | $79,184+21.5% | $102,438-6.1% | $74,546+29.0% |
| Participation rate | 78.9% | 74.8%+4.1pp | 76.5%+2.4pp | 67.2%+11.7pp |
| Annual return | 12.77% | 54.95%-42.2pp | 29.37%-16.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,477 | $2,362+4.9% | $3,024-18.1% | $2,624-5.6% |
| Participant deferral / active EE | $5,324 | $4,414+20.6% | $5,054+5.4% | $4,347+22.5% |
| Admin fee / account holder | $158 | $2,001-92.1% | $9,448-98.3% | $1,944-91.9% |