Filed May 27, 2025
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 | $3,485 |
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 | $82,051 | $47,977+71.0% | $154,107-46.8% | $56,287+45.8% |
| Participation rate | 79.6% | 66.2%+13.5pp | 83.0%-3.4pp | 69.9%+9.8pp |
| Annual return | -4.16% | 3.54%-7.7pp | 735.12%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,023 | $2,169-6.7% | $5,298-61.8% | $2,111-4.2% |
| Participant deferral / active EE | $6,144 | $2,392+156.9% | $5,081+20.9% | $3,350+83.4% |
| Admin fee / account holder | $24 | $438-94.5% | $13,411-99.8% | $521-95.4% |