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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,709 |
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 | $72,247 | $60,349+19.7% | $74,183-2.6% | $62,891+14.9% |
| Participation rate | 87.8% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 7.55% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,778 | $1,680+65.3% | $2,370+17.2% | $2,281+21.8% |
| Participant deferral / active EE | $6,797 | $2,856+138.0% | $3,550+91.5% | $3,203+112.2% |
| Admin fee / account holder | $85 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |