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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,996 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,557 | $41,854-70.0% | $73,843-83.0% | $52,331-76.0% |
| Participation rate | 76.1% | 66.2%+9.9pp | 73.4%+2.7pp | 68.1%+8.0pp |
| Annual return | 10.85% | 2.11%+8.7pp | 2267.84%-2257.0pp | 4.54%+6.3pp |
| Employer contribution / active EE | $818 | $1,920-57.4% | $2,787-70.7% | $1,882-56.5% |
| Participant deferral / active EE | $2,017 | $2,498-19.3% | $3,583-43.7% | $3,022-33.3% |
| Admin fee / account holder | $66 | $493-86.6% | $4,880-98.7% | $592-88.9% |