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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,405 |
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 | $60,537 | $62,928-3.8% | $172,739-65.0% | $67,579-10.4% |
| Participation rate | 74.0% | 64.5%+9.5pp | 82.6%-8.7pp | 71.3%+2.7pp |
| Annual return | 25.31% | 30.36%-5.0pp | 802.84%-777.5pp | 378.56%-353.2pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,143-85.6% | $2,148-65.6% |
| Participant deferral / active EE | $4,239 | $2,145+97.6% | $5,198-18.5% | $3,539+19.8% |
| Admin fee / account holder | $80 | $167-52.1% | $13,954-99.4% | $142-43.9% |