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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,160 |
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 | $95,055 | $71,192+33.5% | $117,854-19.3% | $62,292+52.6% |
| Participation rate | 87.2% | 74.2%+12.9pp | 79.7%+7.5pp | 69.5%+17.6pp |
| Annual return | 12.90% | 18.66%-5.8pp | 335.08%-322.2pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,016 | $1,934-47.5% | $3,786-73.2% | $2,042-50.3% |
| Participant deferral / active EE | $3,856 | $3,189+20.9% | $4,482-14.0% | $3,169+21.7% |
| Admin fee / account holder | $30 | $587-94.9% | $8,020-99.6% | $479-93.7% |