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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,095 |
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 | $16,324 | $43,423-62.4% | $78,689-79.3% | $55,167-70.4% |
| Participation rate | 82.2% | 68.0%+14.2pp | 73.6%+8.6pp | 69.0%+13.2pp |
| Annual return | 11.76% | 11.53%+0.2pp | 62.18%-50.4pp | 169.23%-157.5pp |
| Employer contribution / active EE | $1,006 | $1,997-49.6% | $2,851-64.7% | $1,963-48.8% |
| Participant deferral / active EE | $2,394 | $2,509-4.6% | $3,517-31.9% | $3,054-21.6% |
| Admin fee / account holder | $87 | $416-79.1% | $4,510-98.1% | $504-82.7% |