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 Service code 15 · EIN 11-3665754 | Recordkeeping | $17,665 |
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 | $29,672 | $40,174-26.1% | $84,015-64.7% | $67,579-56.1% |
| Participation rate | 82.1% | 62.7%+19.4pp | 69.0%+13.1pp | 71.3%+10.9pp |
| Annual return | 21.16% | 25.82%-4.7pp | 71.31%-50.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,095 | $2,301-9.0% | $3,239-35.3% | $3,539-40.8% |
| Admin fee / account holder | $79 | $128-38.3% | $6,101-98.7% | $142-44.4% |