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+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $0 |
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 | $44,053 | $46,360-5.0% | $147,614-70.2% | $52,331-15.8% |
| Participation rate | 99.0% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,561 | $2,126+20.5% | $5,564-54.0% | $1,882+36.1% |
| Participant deferral / active EE | $2,893 | $2,258+28.1% | $4,895-40.9% | $3,022-4.3% |
| Admin fee / account holder | $21 | $766-97.3% | $11,611-99.8% | $592-96.5% |