Filed April 3, 2025
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 | $9,816 |
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 | $62,415 | $89,739-30.4% | $149,718-58.3% | $62,292+0.2% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 19.33% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,006 | $3,233-7.0% | $5,445-44.8% | $2,042+47.2% |
| Participant deferral / active EE | $3,024 | $4,797-37.0% | $6,569-54.0% | $3,169-4.6% |
| Admin fee / account holder | $75 | $551-86.4% | $11,283-99.3% | $479-84.4% |