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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,995 |
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 | $105,868 | $100,801+5.0% | $149,696-29.3% | $73,409+44.2% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.5%+12.2pp | 72.2%+22.5pp |
| Annual return | 19.18% | 265.34%-246.2pp | 276.60%-257.4pp | 59.29%-40.1pp |
| Employer contribution / active EE | $841 | $3,312-74.6% | $4,644-81.9% | $2,234-62.4% |
| Participant deferral / active EE | $5,565 | $6,404-13.1% | $6,842-18.7% | $3,805+46.2% |
| Admin fee / account holder | $4 | $181-97.7% | $9,309-100.0% | $158-97.4% |