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 | $10,260 |
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 | $51,316 | $53,127-3.4% | $86,590-40.7% | $70,131-26.8% |
| Participation rate | 85.4% | 65.3%+20.1pp | 73.5%+11.9pp | 69.5%+15.9pp |
| Annual return | 7.66% | 27.66%-20.0pp | 964.84%-957.2pp | 73.14%-65.5pp |
| Employer contribution / active EE | $3,379 | $2,068+63.4% | $2,839+19.0% | $2,342+44.3% |
| Participant deferral / active EE | $3,663 | $2,696+35.9% | $3,609+1.5% | $3,332+9.9% |
| Admin fee / account holder | $254 | $3,585-92.9% | $4,906-94.8% | $4,645-94.5% |