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 | $8,946 |
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 | $19,729 | $46,297-57.4% | $71,671-72.5% | $62,292-68.3% |
| Participation rate | 73.8% | 60.6%+13.2pp | 68.7%+5.0pp | 69.5%+4.3pp |
| Annual return | 21.40% | 22.32%-0.9pp | 20.65%+0.8pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,087 | $1,412-23.0% | $2,460-55.8% | $2,042-46.7% |
| Participant deferral / active EE | $2,797 | $2,235+25.1% | $3,438-18.6% | $3,169-11.7% |
| Admin fee / account holder | $48 | $461-89.5% | $5,558-99.1% | $479-89.9% |