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 4-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 | $8,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,157 | $59,417-82.9% | $93,606-89.1% | $74,495-86.4% |
| Participation rate | 82.8% | 59.7%+23.2pp | 68.7%+14.1pp | 67.2%+15.6pp |
| Annual return | 19.11% | 81.83%-62.7pp | 133.20%-114.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,035 | $1,264-18.1% | $2,420-57.2% | $2,623-60.6% |
| Participant deferral / active EE | $2,879 | $3,050-5.6% | $4,411-34.7% | $4,346-33.7% |
| Admin fee / account holder | $35 | $3,021-98.9% | $8,285-99.6% | $1,942-98.2% |