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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
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 | $79,548 | $70,667+12.6% | $123,104-35.4% | $52,331+52.0% |
| Participation rate | 90.8% | 83.7%+7.0pp | 86.8%+4.0pp | 68.1%+22.7pp |
| Annual return | 0.72% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,263 | $2,946-57.1% | $5,151-75.5% | $1,882-32.9% |
| Participant deferral / active EE | $4,220 | $4,493-6.1% | $6,230-32.3% | $3,022+39.6% |
| Admin fee / account holder | $17 | $506-96.6% | $9,015-99.8% | $592-97.1% |