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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,552 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,665 | $100,041-18.4% | $149,718-45.5% | $70,131+16.4% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 21.28% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,613 | $3,662-28.7% | $5,445-52.0% | $2,342+11.5% |
| Participant deferral / active EE | $4,518 | $4,983-9.3% | $6,569-31.2% | $3,332+35.6% |
| Admin fee / account holder | $227 | $8,286-97.3% | $11,283-98.0% | $4,645-95.1% |