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 | $3,180 |
Annual investment return 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 | $47,371 | $64,909-27.0% | $82,313-42.4% | $62,292-24.0% |
| Participation rate | 78.5% | 74.9%+3.7pp | 76.9%+1.6pp | 69.5%+9.0pp |
| Annual return | 12.38% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $583 | $1,676-65.2% | $2,428-76.0% | $2,042-71.5% |
| Participant deferral / active EE | $2,865 | $3,103-7.7% | $3,706-22.7% | $3,169-9.6% |
| Admin fee / account holder | $26 | $440-94.2% | $5,608-99.5% | $479-94.6% |