Filed April 29, 2022
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 LLC4+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,320 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,157 | $52,953-67.6% | $172,739-90.1% | $65,185-73.7% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.0pp | 70.2%+10.4pp |
| Annual return | 6.40% | 30.12%-23.7pp | 802.84%-796.4pp | 29.38%-23.0pp |
| Employer contribution / active EE | $848 | $2,190-61.3% | $5,143-83.5% | $2,177-61.0% |
| Participant deferral / active EE | $1,506 | $2,471-39.0% | $5,198-71.0% | $3,514-57.1% |
| Admin fee / account holder | $4 | $472-99.2% | $13,954-100.0% | $847-99.6% |