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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,610 |
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 | $73,159 | $63,924+14.4% | $108,579-32.6% | $55,167+32.6% |
| Participation rate | 98.1% | 74.3%+23.8pp | 79.6%+18.6pp | 69.0%+29.1pp |
| Annual return | 7.20% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,920 | $1,879+2.2% | $3,758-48.9% | $1,963-2.2% |
| Participant deferral / active EE | $4,480 | $3,067+46.1% | $4,311+3.9% | $3,054+46.7% |
| Admin fee / account holder | $19 | $618-97.0% | $7,645-99.8% | $504-96.3% |