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 8-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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,013 |
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 | $75,057 | $69,305+8.3% | $82,313-8.8% | $69,631+7.8% |
| Participation rate | 85.8% | 80.3%+5.6pp | 76.9%+8.9pp | 70.7%+15.2pp |
| Annual return | 13.43% | 21.47%-8.0pp | 25.88%-12.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,560 | $1,887-17.3% | $2,428-35.8% | $2,032-23.2% |
| Participant deferral / active EE | $2,933 | $3,568-17.8% | $3,706-20.9% | $3,224-9.0% |
| Admin fee / account holder | $12 | $97-87.9% | $5,608-99.8% | $110-89.3% |