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 | $21,346 |
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 | $123,810 | $60,165+105.8% | $74,183+66.9% | $55,167+124.4% |
| Participation rate | 85.6% | 74.2%+11.4pp | 76.6%+9.0pp | 69.0%+16.6pp |
| Annual return | 5.38% | 10.00%-4.6pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $6,636 | $1,600+314.8% | $2,370+180.0% | $1,963+238.1% |
| Participant deferral / active EE | $2,425 | $2,973-18.4% | $3,550-31.7% | $3,054-20.6% |
| Admin fee / account holder | $99 | $419-76.4% | $5,586-98.2% | $504-80.4% |