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 | $2,543 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,661 | $56,629-28.2% | $77,999-47.9% | $55,167-26.3% |
| Participation rate | 70.9% | 73.3%-2.4pp | 75.5%-4.6pp | 69.0%+1.9pp |
| Annual return | 7.42% | 2866.98%-2859.6pp | 425.96%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $727 | $1,723-57.8% | $2,470-70.5% | $1,963-62.9% |
| Participant deferral / active EE | $2,070 | $2,777-25.5% | $3,497-40.8% | $3,054-32.2% |
| Admin fee / account holder | $25 | $467-94.5% | $5,480-99.5% | $504-95.0% |