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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,620 |
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 | $51,704 | $50,666+2.0% | $76,817-32.7% | $65,185-20.7% |
| Participation rate | 99.6% | 68.8%+30.7pp | 72.1%+27.5pp | 70.2%+29.4pp |
| Annual return | 22.80% | 28.51%-5.7pp | 1166.11%-1143.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,570 | $1,575+63.2% | $2,302+11.7% | $2,177+18.1% |
| Participant deferral / active EE | $2,676 | $2,647+1.1% | $3,336-19.8% | $3,514-23.8% |
| Admin fee / account holder | $25 | $463-94.6% | $6,420-99.6% | $847-97.0% |