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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,947 | $61,156+79.8% | $185,823-40.8% | $79,386+38.5% |
| Participation rate | 83.5% | 66.6%+16.9pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 15.53% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,587 | $2,321+11.5% | $5,167-49.9% | $2,427+6.6% |
| Participant deferral / active EE | $6,942 | $2,789+148.9% | $5,568+24.7% | $4,046+71.6% |
| Admin fee / account holder | $105 | $710-85.2% | $16,237-99.4% | $626-83.2% |