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 9-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 | $3,334 |
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 | $6,666 | $58,726-88.6% | $92,233-92.8% | $62,292-89.3% |
| Participation rate | 83.7% | 68.3%+15.3pp | 76.5%+7.2pp | 69.5%+14.1pp |
| Annual return | 21.48% | 43.62%-22.1pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,556 | $2,766-7.6% | $3,897-34.4% | $3,169-19.3% |
| Admin fee / account holder | $23 | $556-95.8% | $5,194-99.6% | $479-95.1% |