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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,829 |
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 | $20,536 | $74,089-72.3% | $133,980-84.7% | $55,167-62.8% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.1%+10.8pp | 69.0%+28.9pp |
| Annual return | 9.78% | 12.11%-2.3pp | 29.30%-19.5pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,521 | $3,064-50.3% | $5,211-70.8% | $1,963-22.5% |
| Participant deferral / active EE | $3,528 | $4,678-24.6% | $6,282-43.8% | $3,054+15.5% |
| Admin fee / account holder | $63 | $458-86.2% | $9,324-99.3% | $504-87.4% |