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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,095 |
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 | $35,672 | $38,595-7.6% | $80,004-55.4% | $52,331-31.8% |
| Participation rate | 75.0% | 64.5%+10.5pp | 73.0%+2.0pp | 68.1%+6.9pp |
| Annual return | -0.06% | 2.04%-2.1pp | 7.63%-7.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,260 | $1,133+11.2% | $2,473-49.0% | $1,882-33.0% |
| Participant deferral / active EE | $3,359 | $2,318+44.9% | $3,204+4.8% | $3,022+11.1% |
| Admin fee / account holder | $28 | $304-91.0% | $5,033-99.5% | $592-95.4% |