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 9-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $795 |
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 | $22,473 | $91,190-75.4% | $178,490-87.4% | $79,858-71.9% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 4.35% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,075 | $3,256-67.0% | $5,011-78.6% | $2,471-56.5% |
| Participant deferral / active EE | $2,727 | $3,236-15.7% | $5,202-47.6% | $3,740-27.1% |
| Admin fee / account holder | $7 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |