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 | $2,535 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $86,286-34.1% | $111,297-48.9% | $85,850-33.8% |
| Participation rate | 79.3% | 73.3%+5.9pp | 77.3%+2.0pp | 69.3%+10.0pp |
| Annual return | 17.53% | 19.99%-2.5pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,976 | $2,043+94.6% | $2,731+45.6% | $2,565+55.0% |
| Participant deferral / active EE | $3,468 | $3,641-4.7% | $4,487-22.7% | $3,952-12.2% |
| Admin fee / account holder | $30 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |