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 | $2,670 |
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 | $38,976 | $42,546-8.4% | $71,796-45.7% | $55,167-29.3% |
| Participation rate | 84.4% | 59.1%+25.3pp | 69.1%+15.3pp | 69.0%+15.4pp |
| Annual return | 8.89% | 12.36%-3.5pp | 78.04%-69.2pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,061 | $803+32.0% | $1,924-44.9% | $1,963-45.9% |
| Participant deferral / active EE | $2,087 | $2,064+1.1% | $2,794-25.3% | $3,054-31.7% |
| Admin fee / account holder | $17 | $650-97.3% | $4,815-99.6% | $504-96.5% |