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 | $9,630 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,346 | $52,953-78.6% | $172,739-93.4% | $65,185-82.6% |
| Participation rate | 72.9% | 66.2%+6.7pp | 82.6%-9.7pp | 70.2%+2.7pp |
| Annual return | 11.40% | 30.12%-18.7pp | 802.84%-791.4pp | 29.38%-18.0pp |
| Employer contribution / active EE | $1,207 | $2,190-44.9% | $5,143-76.5% | $2,177-44.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $64 | $472-86.5% | $13,954-99.5% | $847-92.5% |