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 | $974,220 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,545 | $65,292-83.8% | $171,082-93.8% | $65,292-83.8% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.7%+19.9pp | 72.4%+24.2pp |
| Annual return | 11.53% | 11.84%-0.3pp | 32.56%-21.0pp | 11.84%-0.3pp |
| Employer contribution / active EE | $882 | $2,302-61.7% | $4,002-77.9% | $2,302-61.7% |
| Participant deferral / active EE | $2,200 | $3,579-38.5% | $4,797-54.1% | $3,579-38.5% |
| Admin fee / account holder | $71 | $57+23.2% | $8,520-99.2% | $57+23.2% |