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 7-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $123 |
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 | $940 | $88,122-98.9% | $141,162-99.3% | $67,579-98.6% |
| Participation rate | 70.8% | 76.5%-5.6pp | 82.5%-11.6pp | 71.3%-0.4pp |
| Annual return | 24.01% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $524 | $5,958-91.2% | $6,709-92.2% | $3,539-85.2% |
| Admin fee / account holder | $3 | $131-97.6% | $10,261-100.0% | $142-97.8% |