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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,943 |
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 | $70,295 | $70,908-0.9% | $98,907-28.9% | $73,488-4.3% |
| Participation rate | 77.5% | 73.8%+3.7pp | 76.0%+1.5pp | 70.7%+6.8pp |
| Annual return | 15.83% | 34.17%-18.3pp | 196.43%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,071 | $2,036+1.7% | $2,689-23.0% | $2,270-8.8% |
| Participant deferral / active EE | $2,861 | $3,500-18.3% | $4,244-32.6% | $3,740-23.5% |
| Admin fee / account holder | $122 | $535-77.3% | $6,642-98.2% | $513-76.3% |