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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,255 |
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 | $98,532 | $88,122+11.8% | $141,162-30.2% | $67,579+45.8% |
| Participation rate | 85.8% | 76.5%+9.3pp | 82.5%+3.3pp | 71.3%+14.5pp |
| Annual return | 24.62% | 75.40%-50.8pp | 71.39%-46.8pp | 378.56%-353.9pp |
| Employer contribution / active EE | $758 | $3,224-76.5% | $4,735-84.0% | $2,148-64.7% |
| Participant deferral / active EE | $5,099 | $5,958-14.4% | $6,709-24.0% | $3,539+44.1% |
| Admin fee / account holder | $8 | $131-94.2% | $10,261-99.9% | $142-94.7% |