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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,660 |
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 | $96,505 | $60,165+60.4% | $74,183+30.1% | $55,167+74.9% |
| Participation rate | 97.7% | 74.2%+23.5pp | 76.6%+21.1pp | 69.0%+28.7pp |
| Annual return | 6.72% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,819 | $1,600+76.2% | $2,370+18.9% | $1,963+43.6% |
| Participant deferral / active EE | $3,425 | $2,973+15.2% | $3,550-3.5% | $3,054+12.2% |
| Admin fee / account holder | $21 | $419-95.0% | $5,586-99.6% | $504-95.8% |