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 LLC8+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $4,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,533 | $61,272-50.2% | $149,673-79.6% | $71,457-57.3% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.6pp | 67.9%+8.3pp |
| Annual return | 11.74% | 35.85%-24.1pp | 134.42%-122.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $1,227 | $2,378-48.4% | $4,818-74.5% | $2,588-52.6% |
| Participant deferral / active EE | $2,551 | $2,917-12.5% | $5,680-55.1% | $4,289-40.5% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |