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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,165 | $82,202+9.7% | $125,339-28.1% | $64,808+39.1% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -17.23% | 3.48%-20.7pp | 572.05%-589.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $941 | $3,615-74.0% | $4,814-80.5% | $2,506-62.5% |
| Participant deferral / active EE | $6,113 | $7,175-14.8% | $7,446-17.9% | $4,310+41.8% |
| Admin fee / account holder | $7 | $163-96.0% | $10,010-99.9% | $188-96.5% |