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 | $12,450 |
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 | $165,793 | $65,703+152.3% | $94,224+76.0% | $59,632+178.0% |
| Participation rate | 95.5% | 72.1%+23.3pp | 78.8%+16.7pp | 68.7%+26.8pp |
| Annual return | -0.33% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,894 | $2,021+43.2% | $3,587-19.3% | $2,203+31.4% |
| Participant deferral / active EE | $8,084 | $3,143+157.2% | $4,320+87.1% | $3,192+153.3% |
| Admin fee / account holder | $112 | $4,264-97.4% | $6,269-98.2% | $4,297-97.4% |