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 7-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 Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $14,323 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD · FREDRICKSBURG, VA 22401 | Contract Administrator | $7,283 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $9,638 | $70,908-86.4% | $98,907-90.3% | $73,488-86.9% |
| Participation rate | 82.8% | 73.8%+9.0pp | 76.0%+6.7pp | 70.7%+12.1pp |
| Annual return | -4.53% | 34.17%-38.7pp | 196.43%-201.0pp | 28.51%-33.0pp |
| Employer contribution / active EE | $285 | $2,036-86.0% | $2,689-89.4% | $2,270-87.5% |
| Participant deferral / active EE | $1,361 | $3,500-61.1% | $4,244-67.9% | $3,740-63.6% |
| Admin fee / account holder | $171 | $535-68.1% | $6,642-97.4% | $513-66.8% |