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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,310 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,503 |
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 | $98,654 | $73,102+35.0% | $123,544-20.1% | $56,287+75.3% |
| Participation rate | 89.6% | 74.3%+15.3pp | 82.3%+7.3pp | 69.9%+19.7pp |
| Annual return | 16.99% | 3.01%+14.0pp | 119.20%-102.2pp | -9.96%+26.9pp |
| Employer contribution / active EE | $870 | $2,977-70.8% | $4,628-81.2% | $2,111-58.8% |
| Participant deferral / active EE | $6,017 | $5,423+11.0% | $6,426-6.4% | $3,350+79.6% |
| Admin fee / account holder | $122 | $554-77.9% | $9,284-98.7% | $521-76.6% |