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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,740 |
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 | $103,927 | $65,376+59.0% | $87,100+19.3% | $65,185+59.4% |
| Participation rate | 74.0% | 75.3%-1.3pp | 76.9%-2.9pp | 70.2%+3.8pp |
| Annual return | 26.57% | 31.27%-4.7pp | 28.19%-1.6pp | 29.38%-2.8pp |
| Employer contribution / active EE | $1,358 | $1,822-25.5% | $2,521-46.2% | $2,177-37.6% |
| Participant deferral / active EE | $4,222 | $3,388+24.6% | $4,049+4.3% | $3,514+20.2% |
| Admin fee / account holder | $19 | $520-96.4% | $7,497-99.8% | $847-97.8% |