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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,064 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,046 | $44,425-54.9% | $67,834-70.4% | $55,167-63.7% |
| Participation rate | 74.2% | 59.7%+14.5pp | 68.8%+5.4pp | 69.0%+5.2pp |
| Annual return | 6.71% | 17.80%-11.1pp | 138.47%-131.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,294 | $2,166+5.9% | $3,160-27.4% | $3,054-24.9% |
| Admin fee / account holder | $81 | $530-84.7% | $4,622-98.2% | $504-83.8% |