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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,640 |
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 | $23,374 | $58,879-60.3% | $178,490-86.9% | $73,488-68.2% |
| Participation rate | 81.6% | 66.2%+15.4pp | 81.9%-0.3pp | 70.7%+11.0pp |
| Annual return | 16.49% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,052 | $2,236-52.9% | $5,011-79.0% | $2,270-53.6% |
| Participant deferral / active EE | $1,827 | $2,567-28.8% | $5,202-64.9% | $3,740-51.1% |
| Admin fee / account holder | $16 | $400-96.1% | $13,984-99.9% | $513-96.9% |