Filed May 31, 2024
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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,052 |
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 | $24,981 | $37,117-32.7% | $147,614-83.1% | $55,191-54.7% |
| Participation rate | 95.1% | 63.6%+31.5pp | 84.6%+10.5pp | 69.2%+26.0pp |
| Annual return | 3.74% | 3.44%+0.3pp | 61.98%-58.2pp | 10.78%-7.0pp |
| Employer contribution / active EE | $1,538 | $1,620-5.1% | $5,564-72.4% | $1,899-19.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $47 | $86-44.6% | $11,611-99.6% | $91-47.8% |