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 | $4,508 |
Employer contribution per participant 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 | $27,988 | $56,629-50.6% | $77,999-64.1% | $55,167-49.3% |
| Participation rate | 71.4% | 73.3%-1.9pp | 75.5%-4.1pp | 69.0%+2.4pp |
| Annual return | 9.45% | 2866.98%-2857.5pp | 425.96%-416.5pp | 169.23%-159.8pp |
| Employer contribution / active EE | $324 | $1,723-81.2% | $2,470-86.9% | $1,963-83.5% |
| Participant deferral / active EE | $1,985 | $2,777-28.5% | $3,497-43.2% | $3,054-35.0% |
| Admin fee / account holder | $54 | $467-88.5% | $5,480-99.0% | $504-89.3% |