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 TPA SOLUTIONS Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $32,212 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 60 | Sub-TA Fees | $0 |
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 | $147,248 | $62,928+134.0% | $172,739-14.8% | $67,579+117.9% |
| Participation rate | 96.6% | 64.5%+32.1pp | 82.6%+13.9pp | 71.3%+25.3pp |
| Annual return | 23.49% | 30.36%-6.9pp | 802.84%-779.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $6,243 | $1,636+281.6% | $5,143+21.4% | $2,148+190.7% |
| Participant deferral / active EE | $4,729 | $2,145+120.5% | $5,198-9.0% | $3,539+33.6% |
| Admin fee / account holder | $115 | $167-30.9% | $13,954-99.2% | $142-19.1% |