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 | $4,770 |
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 | $64,653 | $50,385+28.3% | $75,670-14.6% | $62,292+3.8% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.3%+25.6pp | 69.5%+28.4pp |
| Annual return | 19.86% | 19.90%0pp | 27.34%-7.5pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,721 | $1,537+77.0% | $2,352+15.7% | $2,042+33.2% |
| Participant deferral / active EE | $2,832 | $2,445+15.8% | $3,142-9.9% | $3,169-10.7% |
| Admin fee / account holder | $20 | $384-94.7% | $5,800-99.6% | $479-95.8% |