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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,854 |
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 | $87,289 | $52,953+64.8% | $172,739-49.5% | $65,185+33.9% |
| Participation rate | 88.1% | 66.2%+21.9pp | 82.6%+5.5pp | 70.2%+17.9pp |
| Annual return | 22.44% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,133 | $2,190-2.6% | $5,143-58.5% | $2,177-2.0% |
| Participant deferral / active EE | $6,266 | $2,471+153.6% | $5,198+20.6% | $3,514+78.3% |
| Admin fee / account holder | $42 | $472-91.1% | $13,954-99.7% | $847-95.0% |