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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,885 |
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 | $20,841 | $52,953-60.6% | $172,739-87.9% | $65,185-68.0% |
| Participation rate | 76.2% | 66.2%+10.0pp | 82.6%-6.5pp | 70.2%+6.0pp |
| Annual return | 23.26% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $910 | $2,190-58.5% | $5,143-82.3% | $2,177-58.2% |
| Participant deferral / active EE | $1,508 | $2,471-39.0% | $5,198-71.0% | $3,514-57.1% |
| Admin fee / account holder | $26 | $472-94.5% | $13,954-99.8% | $847-96.9% |