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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,890 |
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 | $65,741 | $39,948+64.6% | $89,391-26.5% | $73,409-10.4% |
| Participation rate | 83.1% | 50.4%+32.7pp | 68.0%+15.2pp | 72.2%+11.0pp |
| Annual return | 20.33% | 50.12%-29.8pp | 245.62%-225.3pp | 59.29%-39.0pp |
| Employer contribution / active EE | $1,050 | $1,200-12.5% | $2,586-59.4% | $2,234-53.0% |
| Participant deferral / active EE | $5,240 | $2,193+139.0% | $3,890+34.7% | $3,805+37.7% |
| Admin fee / account holder | $82 | $134-38.6% | $4,881-98.3% | $158-47.8% |