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 | $2,190 |
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 | $69,565 | $65,376+6.4% | $87,100-20.1% | $65,185+6.7% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 22.03% | 31.27%-9.2pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,008 | $1,822+10.2% | $2,521-20.4% | $2,177-7.8% |
| Participant deferral / active EE | $4,727 | $3,388+39.5% | $4,049+16.8% | $3,514+34.5% |
| Admin fee / account holder | $14 | $520-97.4% | $7,497-99.8% | $847-98.4% |