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 | $34,443 |
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 | $56,658 | $40,522+39.8% | $84,611-33.0% | $67,579-16.2% |
| Participation rate | 77.6% | 51.1%+26.5pp | 68.2%+9.4pp | 71.3%+6.4pp |
| Annual return | 24.61% | 32.72%-8.1pp | 258.74%-234.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,071 | $1,146-6.5% | $2,652-59.6% | $2,148-50.1% |
| Participant deferral / active EE | $5,290 | $2,132+148.1% | $3,899+35.7% | $3,539+49.5% |
| Admin fee / account holder | $75 | $145-48.5% | $4,912-98.5% | $142-47.4% |