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 | $3,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,506 | $36,916-33.6% | $156,549-84.3% | $57,658-57.5% |
| Participation rate | 98.5% | 63.4%+35.1pp | 84.0%+14.5pp | 70.2%+28.3pp |
| Annual return | -1.25% | 12.38%-13.6pp | 32.23%-33.5pp | 5.13%-6.4pp |
| Employer contribution / active EE | $836 | $1,571-46.8% | $5,501-84.8% | $1,974-57.6% |
| Participant deferral / active EE | $1,312 | $1,926-31.9% | $4,871-73.1% | $3,061-57.1% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |