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 | $27,469 |
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 | $117,254 | $63,442+84.8% | $68,791+70.4% | $66,914+75.2% |
| Participation rate | 94.1% | 60.0%+34.1pp | 69.0%+25.1pp | 69.8%+24.3pp |
| Annual return | -13.78% | -8.29%-5.5pp | -6.38%-7.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $5,915 | $1,775+233.3% | $2,655+122.8% | $2,544+132.5% |
| Participant deferral / active EE | $8,779 | $2,945+198.1% | $3,941+122.8% | $4,237+107.2% |
| Admin fee / account holder | $127 | $577-78.0% | $4,932-97.4% | $593-78.6% |