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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,902 |
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 | $27,241 | $52,293-47.9% | $178,490-84.7% | $73,409-62.9% |
| Participation rate | 84.9% | 65.3%+19.6pp | 81.9%+3.0pp | 72.2%+12.8pp |
| Annual return | 18.73% | 34.75%-16.0pp | 151.07%-132.3pp | 59.29%-40.6pp |
| Employer contribution / active EE | $817 | $1,735-52.9% | $5,011-83.7% | $2,234-63.4% |
| Participant deferral / active EE | $2,735 | $2,332+17.3% | $5,202-47.4% | $3,805-28.1% |
| Admin fee / account holder | $83 | $127-35.1% | $13,984-99.4% | $158-47.7% |