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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,495 |
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 | $27,020 | $43,504-37.9% | $68,793-60.7% | $56,287-52.0% |
| Participation rate | 86.9% | 67.8%+19.1pp | 72.2%+14.7pp | 69.9%+17.1pp |
| Annual return | -5.08% | -3.15%-1.9pp | -4.63%-0.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,624 | $1,525+6.5% | $2,625-38.1% | $2,111-23.1% |
| Participant deferral / active EE | $3,261 | $2,509+30.0% | $3,311-1.5% | $3,350-2.7% |
| Admin fee / account holder | $15 | $515-97.1% | $5,131-99.7% | $521-97.1% |