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 | $17,388 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,199 | $47,977-74.6% | $154,107-92.1% | $56,287-78.3% |
| Participation rate | 79.8% | 66.2%+13.6pp | 83.0%-3.2pp | 69.9%+9.9pp |
| Annual return | -7.62% | 3.54%-11.2pp | 735.12%-742.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,372 | $2,169-36.7% | $5,298-74.1% | $2,111-35.0% |
| Participant deferral / active EE | $2,277 | $2,392-4.8% | $5,081-55.2% | $3,350-32.0% |
| Admin fee / account holder | $81 | $438-81.6% | $13,411-99.4% | $521-84.5% |