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 LLC7+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,415 | $65,061-64.0% | $143,757-83.7% | $66,914-65.0% |
| Participation rate | 72.5% | 65.2%+7.3pp | 80.3%-7.9pp | 69.8%+2.7pp |
| Annual return | -12.59% | -11.14%-1.5pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,208 | $2,361-48.8% | $4,951-75.6% | $2,544-52.5% |
| Participant deferral / active EE | $2,349 | $2,919-19.5% | $5,637-58.3% | $4,237-44.6% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |