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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $45 |
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 | $90,901 | $73,102+24.3% | $123,544-26.4% | $56,287+61.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 82.3%+2.3pp | 69.9%+14.7pp |
| Annual return | -4.54% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,771 | $2,977-40.5% | $4,628-61.7% | $2,111-16.1% |
| Participant deferral / active EE | $8,026 | $5,423+48.0% | $6,426+24.9% | $3,350+139.6% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |