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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
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 | $62,721 | $59,186+6.0% | $76,768-18.3% | $56,287+11.4% |
| Participation rate | 79.7% | 75.2%+4.5pp | 77.0%+2.7pp | 69.9%+9.9pp |
| Annual return | -3.86% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $912 | $1,759-48.1% | $2,485-63.3% | $2,111-56.8% |
| Participant deferral / active EE | $3,353 | $3,255+3.0% | $3,852-12.9% | $3,350+0.1% |
| Admin fee / account holder | $11 | $489-97.8% | $6,675-99.8% | $521-97.9% |