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 Service code 15 · EIN 11-3665754 | Recordkeeping | $7,470 |
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 | $42,910 | $61,473-30.2% | $81,930-47.6% | $73,409-41.5% |
| Participation rate | 95.9% | 72.4%+23.5pp | 72.0%+23.9pp | 72.2%+23.8pp |
| Annual return | 18.05% | 28.26%-10.2pp | 29.49%-11.4pp | 59.29%-41.2pp |
| Employer contribution / active EE | $2,308 | $1,898+21.6% | $4,310-46.4% | $2,234+3.3% |
| Participant deferral / active EE | $2,505 | $3,080-18.7% | $7,107-64.7% | $3,805-34.2% |
| Admin fee / account holder | $30 | $125-76.2% | $5,158-99.4% | $158-81.0% |