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 | $945 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,112 | $49,177+58.8% | $79,464-1.7% | $64,186+21.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.2pp |
| Annual return | -5.03% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,144 | $2,076+195.9% | $2,800+119.4% | $2,381+158.1% |
| Participant deferral / active EE | $7,998 | $2,821+183.5% | $3,704+115.9% | $3,470+130.5% |
| Admin fee / account holder | $7 | $3,839-99.8% | $5,113-99.9% | $4,888-99.9% |