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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,249 |
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 | $146,744 | $66,601+120.3% | $92,893+58.0% | $67,579+117.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.61% | 92.58%-73.0pp | 109.41%-89.8pp | 378.56%-358.9pp |
| Employer contribution / active EE | $27,969 | $2,775+907.7% | $3,653+665.7% | $2,148+1202.2% |
| Participant deferral / active EE | $3,693 | $3,157+17.0% | $4,236-12.8% | $3,539+4.3% |
| Admin fee / account holder | $67 | $199-66.5% | $5,794-98.8% | $142-53.1% |