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 | $2,580 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,952 | $63,299-79.5% | $91,001-85.8% | $62,292-79.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 18.51% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,545 | $1,807+40.9% | $2,456+3.6% | $2,042+24.6% |
| Participant deferral / active EE | $4,103 | $2,943+39.4% | $3,547+15.7% | $3,169+29.5% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.8% |