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 | $24,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,136 | $80,753+9.1% | $136,294-35.3% | $62,292+41.5% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 29.22% | 35.83%-6.6pp | 5155.94%-5126.7pp | 28.90%+0.3pp |
| Employer contribution / active EE | $644 | $2,884-77.7% | $4,695-86.3% | $2,042-68.4% |
| Participant deferral / active EE | $6,416 | $5,164+24.3% | $6,247+2.7% | $3,169+102.5% |
| Admin fee / account holder | $3,729 | $525+609.7% | $9,243-59.7% | $479+677.9% |