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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $90,255 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,888 | $66,528-55.1% | $86,874-65.6% | $86,799-65.6% |
| Participation rate | 83.1% | 72.4%+10.7pp | 71.6%+11.5pp | 72.3%+10.8pp |
| Annual return | 11.01% | 19.56%-8.5pp | 63.52%-52.5pp | 97.91%-86.9pp |
| Employer contribution / active EE | $752 | $2,007-62.6% | $2,495-69.9% | $2,405-68.8% |
| Participant deferral / active EE | $2,323 | $3,240-28.3% | $3,699-37.2% | $4,131-43.8% |
| Admin fee / account holder | $133 | $148-10.3% | $5,828-97.7% | $170-21.6% |