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 INC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $3,051 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,883 | $54,320-68.9% | $67,652-75.0% | $52,331-67.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.39% | 6.81%-6.4pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $444 | $1,544-71.2% | $2,266-80.4% | $1,882-76.4% |
| Participant deferral / active EE | $908 | $2,950-69.2% | $3,560-74.5% | $3,022-70.0% |
| Admin fee / account holder | $18 | $527-96.5% | $4,821-99.6% | $592-96.9% |