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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,333 |
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 | $20,612 | $47,722-56.8% | $82,719-75.1% | $64,808-68.2% |
| Participation rate | 93.3% | 67.6%+25.6pp | 72.6%+20.7pp | 71.5%+21.8pp |
| Annual return | -12.72% | -13.05%+0.3pp | 701.18%-713.9pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,433 | $2,179-34.2% | $3,009-52.4% | $2,506-42.8% |
| Participant deferral / active EE | $3,063 | $3,329-8.0% | $4,395-30.3% | $4,310-28.9% |
| Admin fee / account holder | $41 | $143-71.0% | $5,329-99.2% | $188-77.9% |