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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,171 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 28 200 DRYDEN ROAD · DRESHER, PA 19025 | Investment Management | $7,241 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,173 | $51,197-66.5% | $82,719-79.2% | $66,914-74.3% |
| Participation rate | 86.6% | 67.8%+18.8pp | 72.6%+14.0pp | 69.8%+16.8pp |
| Annual return | -13.06% | -9.64%-3.4pp | 701.18%-714.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,633 | $2,611-37.5% | $3,009-45.7% | $2,544-35.8% |
| Participant deferral / active EE | $3,011 | $3,458-12.9% | $4,395-31.5% | $4,237-28.9% |
| Admin fee / account holder | $29 | $416-93.1% | $5,329-99.5% | $593-95.2% |