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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,970 |
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 | $87,062 | $66,302+31.3% | $110,238-21.0% | $56,287+54.7% |
| Participation rate | 94.2% | 74.9%+19.3pp | 79.8%+14.4pp | 69.9%+24.4pp |
| Annual return | -7.95% | -1.18%-6.8pp | 314.74%-322.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,604 | $2,047-21.6% | $3,826-58.1% | $2,111-24.0% |
| Participant deferral / active EE | $7,283 | $3,381+115.4% | $4,672+55.9% | $3,350+117.4% |
| Admin fee / account holder | $16 | $698-97.6% | $8,547-99.8% | $521-96.8% |