Filed June 9, 2023
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 | $905 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,764 | $41,854+85.8% | $73,843+5.3% | $52,331+48.6% |
| Participation rate | 87.2% | 66.2%+20.9pp | 73.4%+13.7pp | 68.1%+19.1pp |
| Annual return | -2.76% | 2.11%-4.9pp | 2267.84%-2270.6pp | 4.54%-7.3pp |
| Employer contribution / active EE | $9,696 | $1,920+404.9% | $2,787+247.8% | $1,882+415.3% |
| Participant deferral / active EE | $7,458 | $2,498+198.6% | $3,583+108.1% | $3,022+146.8% |
| Admin fee / account holder | $5 | $493-99.0% | $4,880-99.9% | $592-99.2% |