Filed March 20, 2024
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 | $2,670 |
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 | $83,982 | $75,388+11.4% | $123,544-32.0% | $55,725+50.7% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.3%+6.0pp | 70.9%+17.4pp |
| Annual return | -3.58% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $770 | $3,063-74.9% | $4,628-83.4% | $2,078-63.0% |
| Participant deferral / active EE | $5,213 | $5,651-7.7% | $6,426-18.9% | $3,356+55.3% |
| Admin fee / account holder | $6 | $120-94.6% | $9,284-99.9% | $115-94.4% |