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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $264 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,579 | $59,186-21.3% | $76,768-39.3% | $56,287-17.2% |
| Participation rate | 89.3% | 75.2%+14.1pp | 77.0%+12.3pp | 69.9%+19.4pp |
| Annual return | -5.80% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,339 | $1,759-23.8% | $2,485-46.1% | $2,111-36.6% |
| Participant deferral / active EE | $1,712 | $3,255-47.4% | $3,852-55.5% | $3,350-48.9% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |