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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,175 |
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 | $115,471 | $78,422+47.2% | $95,952+20.3% | $79,858+44.6% |
| Participation rate | 79.4% | 73.5%+5.9pp | 77.1%+2.3pp | 69.6%+9.7pp |
| Annual return | 22.23% | 19.37%+2.9pp | 91.61%-69.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,599 | $1,945-17.8% | $2,541-37.1% | $2,471-35.3% |
| Participant deferral / active EE | $4,456 | $3,440+29.6% | $4,167+6.9% | $3,740+19.2% |
| Admin fee / account holder | $22 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |