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 | $132,665 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,699 | $140,190-78.8% | $115,756-74.3% | $77,904-61.9% |
| Participation rate | 91.3% | 81.0%+10.2pp | 77.1%+14.2pp | 73.7%+17.6pp |
| Annual return | -14.95% | -13.46%-1.5pp | 143.14%-158.1pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,168 | $3,169-31.6% | $3,793-42.8% | $2,848-23.9% |
| Participant deferral / active EE | $3,217 | $5,401-40.4% | $6,254-48.6% | $4,806-33.1% |
| Admin fee / account holder | $70 | $138-49.6% | $8,124-99.1% | $133-47.4% |