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 Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $6,835 |
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 | $17,944 | $55,453-67.6% | $170,442-89.5% | $62,292-71.2% |
| Participation rate | 75.2% | 66.4%+8.8pp | 83.6%-8.4pp | 69.5%+5.7pp |
| Annual return | 20.27% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,395 | $2,164-35.5% | $5,433-74.3% | $2,042-31.7% |
| Participant deferral / active EE | $3,309 | $2,303+43.7% | $4,939-33.0% | $3,169+4.4% |
| Admin fee / account holder | $62 | $455-86.4% | $13,880-99.6% | $479-87.1% |