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 | $89,669 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,395 | $44,764-76.8% | $68,791-84.9% | $64,808-84.0% |
| Participation rate | 94.8% | 64.8%+30.0pp | 69.0%+25.8pp | 71.5%+23.3pp |
| Annual return | -11.55% | -10.91%-0.6pp | -6.38%-5.2pp | 32.82%-44.4pp |
| Employer contribution / active EE | $460 | $1,775-74.1% | $2,655-82.7% | $2,506-81.7% |
| Participant deferral / active EE | $1,993 | $3,238-38.5% | $3,941-49.4% | $4,310-53.8% |
| Admin fee / account holder | $85 | $151-44.0% | $4,932-98.3% | $188-54.9% |