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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,231 | $95,274+7.3% | $135,903-24.8% | $74,419+37.4% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.5pp |
| Annual return | 18.81% | 32.77%-14.0pp | 68.23%-49.4pp | 34.38%-15.6pp |
| Employer contribution / active EE | $971 | $3,874-74.9% | $4,856-80.0% | $2,637-63.2% |
| Participant deferral / active EE | $6,306 | $7,782-19.0% | $7,758-18.7% | $4,528+39.3% |
| Admin fee / account holder | $8 | $266-97.1% | $10,762-99.9% | $348-97.8% |