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 | $3,080 |
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 | $107,158 | $65,703+63.1% | $94,224+13.7% | $59,632+79.7% |
| Participation rate | 85.9% | 72.1%+13.7pp | 78.8%+7.1pp | 68.7%+17.2pp |
| Annual return | -35.63% | 5.22%-40.8pp | 10.68%-46.3pp | 2041.28%-2076.9pp |
| Employer contribution / active EE | $1,194 | $2,021-40.9% | $3,587-66.7% | $2,203-45.8% |
| Participant deferral / active EE | $4,537 | $3,143+44.4% | $4,320+5.0% | $3,192+42.1% |
| Admin fee / account holder | $35 | $4,264-99.2% | $6,269-99.4% | $4,297-99.2% |