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 LLC9+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $2,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,560 | $55,415-44.9% | $155,509-80.3% | $74,495-59.0% |
| Participation rate | 76.8% | 61.9%+14.9pp | 78.2%-1.4pp | 67.2%+9.6pp |
| Annual return | 16.08% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,109 | $2,267-51.1% | $4,672-76.3% | $2,623-57.7% |
| Participant deferral / active EE | $2,511 | $2,836-11.5% | $5,626-55.4% | $4,346-42.2% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |