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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,423 | $65,435-70.3% | $86,677-77.6% | $66,914-71.0% |
| Participation rate | 96.2% | 75.5%+20.8pp | 76.6%+19.7pp | 69.8%+26.4pp |
| Annual return | -6.52% | -10.89%+4.4pp | 35.91%-42.4pp | 1.58%-8.1pp |
| Employer contribution / active EE | $1,150 | $2,153-46.6% | $2,836-59.4% | $2,544-54.8% |
| Participant deferral / active EE | $1,223 | $4,100-70.2% | $4,656-73.7% | $4,237-71.1% |
| Admin fee / account holder | $143 | $642-77.6% | $7,493-98.1% | $593-75.8% |