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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,620 |
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 | $34,979 | $66,302-47.2% | $110,238-68.3% | $56,287-37.9% |
| Participation rate | 84.7% | 74.9%+9.7pp | 79.8%+4.8pp | 69.9%+14.8pp |
| Annual return | -4.81% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,829 | $2,047-10.6% | $3,826-52.2% | $2,111-13.3% |
| Participant deferral / active EE | $3,718 | $3,381+9.9% | $4,672-20.4% | $3,350+11.0% |
| Admin fee / account holder | $9 | $698-98.8% | $8,547-99.9% | $521-98.4% |