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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,050 |
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 | $65,421 | $45,152+44.9% | $73,843-11.4% | $59,632+9.7% |
| Participation rate | 98.7% | 64.0%+34.7pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | -0.22% | 27.40%-27.6pp | 2267.84%-2268.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,671 | $1,902+145.6% | $2,787+67.6% | $2,203+112.1% |
| Participant deferral / active EE | $6,251 | $2,574+142.9% | $3,583+74.5% | $3,192+95.9% |
| Admin fee / account holder | $8 | $3,516-99.8% | $4,880-99.8% | $4,297-99.8% |