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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,940 |
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 | $78,581 | $41,467+89.5% | $67,313+16.7% | $55,725+41.0% |
| Participation rate | 83.9% | 62.5%+21.4pp | 69.1%+14.8pp | 70.9%+13.1pp |
| Annual return | -6.10% | 0.82%-6.9pp | -4.08%-2.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,916 | $1,316+121.5% | $2,566+13.7% | $2,078+40.3% |
| Participant deferral / active EE | $3,436 | $2,399+43.2% | $3,568-3.7% | $3,356+2.4% |
| Admin fee / account holder | $20 | $102-80.7% | $4,507-99.6% | $115-82.9% |