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 year Filed as: ASCENSUS TRUST Service code 15 · EIN 45-0404698 1655 43RD STREET S, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $5,225 |
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 | $116,665 | $85,202+36.9% | $172,739-32.5% | $72,985+59.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.75% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $7,668 | $3,324+130.7% | $5,143+49.1% | $2,440+214.3% |
| Participant deferral / active EE | $6,043 | $3,260+85.4% | $5,198+16.3% | $3,607+67.5% |
| Admin fee / account holder | $34 | $5,884-99.4% | $13,954-99.8% | $5,124-99.3% |