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 | $24,385 |
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 | $17,279 | $52,953-67.4% | $172,739-90.0% | $65,185-73.5% |
| Participation rate | 78.4% | 66.2%+12.2pp | 82.6%-4.2pp | 70.2%+8.2pp |
| Annual return | 28.70% | 30.12%-1.4pp | 802.84%-774.1pp | 29.38%-0.7pp |
| Employer contribution / active EE | $1,175 | $2,190-46.4% | $5,143-77.2% | $2,177-46.0% |
| Participant deferral / active EE | $2,091 | $2,471-15.4% | $5,198-59.8% | $3,514-40.5% |
| Admin fee / account holder | $116 | $472-75.4% | $13,954-99.2% | $847-86.3% |