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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,890 |
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 | $110,056 | $89,739+22.6% | $149,718-26.5% | $62,292+76.7% |
| Participation rate | 94.3% | 85.1%+9.2pp | 87.1%+7.2pp | 69.5%+24.8pp |
| Annual return | 22.78% | 21.01%+1.8pp | 1501.63%-1478.9pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,517 | $3,233-53.1% | $5,445-72.1% | $2,042-25.7% |
| Participant deferral / active EE | $4,578 | $4,797-4.6% | $6,569-30.3% | $3,169+44.5% |
| Admin fee / account holder | $15 | $551-97.2% | $11,283-99.9% | $479-96.8% |