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 LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,451 |
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 | $69,182 | $73,404-5.8% | $87,100-20.6% | $67,579+2.4% |
| Participation rate | 88.5% | 80.9%+7.7pp | 76.9%+11.7pp | 71.3%+17.2pp |
| Annual return | 19.46% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,339 | $2,014-33.5% | $2,521-46.9% | $2,148-37.7% |
| Participant deferral / active EE | $2,254 | $3,913-42.4% | $4,049-44.3% | $3,539-36.3% |
| Admin fee / account holder | $12 | $142-91.8% | $7,497-99.8% | $142-91.9% |