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 | $28,578 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,256 | $65,376-7.8% | $87,100-30.8% | $65,185-7.6% |
| Participation rate | 72.7% | 75.3%-2.6pp | 76.9%-4.1pp | 70.2%+2.5pp |
| Annual return | 10.29% | 31.27%-21.0pp | 28.19%-17.9pp | 29.38%-19.1pp |
| Employer contribution / active EE | $1,449 | $1,822-20.5% | $2,521-42.5% | $2,177-33.4% |
| Participant deferral / active EE | $2,239 | $3,388-33.9% | $4,049-44.7% | $3,514-36.3% |
| Admin fee / account holder | $120 | $520-76.9% | $7,497-98.4% | $847-85.8% |