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 6-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,621 | $71,050-89.3% | $93,606-91.9% | $80,856-90.6% |
| Participation rate | 86.0% | 60.4%+25.6pp | 68.7%+17.3pp | 67.6%+18.4pp |
| Annual return | 14.26% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $65 | $1,564-95.9% | $2,420-97.3% | $2,755-97.7% |
| Participant deferral / active EE | $3,183 | $4,034-21.1% | $4,411-27.8% | $4,296-25.9% |
| Admin fee / account holder | $39 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |