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 | $14,393 |
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 | $16,418 | $55,453-70.4% | $170,442-90.4% | $62,292-73.6% |
| Participation rate | 90.7% | 66.4%+24.4pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 23.17% | 21.38%+1.8pp | 205.93%-182.8pp | 28.90%-5.7pp |
| Employer contribution / active EE | $721 | $2,164-66.7% | $5,433-86.7% | $2,042-64.7% |
| Participant deferral / active EE | $1,914 | $2,303-16.9% | $4,939-61.3% | $3,169-39.6% |
| Admin fee / account holder | $79 | $455-82.7% | $13,880-99.4% | $479-83.6% |