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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $870 |
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 | $69,630 | $43,504+60.1% | $68,793+1.2% | $56,287+23.7% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.2%+27.2pp | 69.9%+29.6pp |
| Annual return | 17.16% | -3.15%+20.3pp | -4.63%+21.8pp | -9.96%+27.1pp |
| Employer contribution / active EE | $1,398 | $1,525-8.3% | $2,625-46.7% | $2,111-33.8% |
| Participant deferral / active EE | $3,075 | $2,509+22.6% | $3,311-7.1% | $3,350-8.2% |
| Admin fee / account holder | $4 | $515-99.2% | $5,131-99.9% | $521-99.2% |