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 8-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 LLC1 year Filed as: FORUS ADVISORS LLC Service code 13 · EIN 46-1803145 350 TOWNSEND STREET #422A · SAN FRANCISCO, CA 94107 | Contract Administrator | $9,424 |
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 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 | $19,930 | $266,879-92.5% | $149,718-86.7% | - |
| Participation rate | 89.2% | 82.4%+6.8pp | 87.1%+2.1pp | - |
| Annual return | 67.71% | 8.05%+59.7pp | 1501.63%-1433.9pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $9,650 | $4,642+107.9% | $6,569+46.9% | - |
| Admin fee / account holder | $53 | $11,107-99.5% | $11,283-99.5% | - |