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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $127,342 |
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 | $30,850 | $136,853-77.5% | $130,231-76.3% | $80,160-61.5% |
| Participation rate | 92.7% | 81.6%+11.1pp | 76.3%+16.5pp | 72.9%+19.8pp |
| Annual return | 16.82% | 22.66%-5.8pp | 38.77%-21.9pp | 40.38%-23.6pp |
| Employer contribution / active EE | $2,363 | $3,395-30.4% | $4,126-42.7% | $2,978-20.6% |
| Participant deferral / active EE | $3,136 | $5,856-46.4% | $6,799-53.9% | $5,017-37.5% |
| Admin fee / account holder | $61 | $184-66.7% | $6,020-99.0% | $145-57.7% |