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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $32,905 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,734 |
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 | $31,060 | $155,795-80.1% | $136,294-77.2% | $69,631-55.4% |
| Participation rate | 75.6% | 75.2%+0.3pp | 81.9%-6.4pp | 70.7%+4.9pp |
| Annual return | 45.82% | 232464.33%-232418.5pp | 5155.94%-5110.1pp | 27571.02%-27525.2pp |
| Employer contribution / active EE | $2,253 | $2,991-24.7% | $4,695-52.0% | $2,032+10.9% |
| Participant deferral / active EE | $5,102 | $5,394-5.4% | $6,247-18.3% | $3,224+58.3% |
| Admin fee / account holder | $110 | $128-14.6% | $9,243-98.8% | $110-0.8% |