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 | $10,712 |
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 | $106,718 | $89,355+19.4% | $141,162-24.4% | $72,985+46.2% |
| Participation rate | 71.3% | 75.1%-3.9pp | 82.5%-11.2pp | 69.5%+1.8pp |
| Annual return | 22.09% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,450 | $3,114-21.3% | $4,735-48.3% | $2,440+0.4% |
| Participant deferral / active EE | $6,569 | $5,418+21.2% | $6,709-2.1% | $3,607+82.1% |
| Admin fee / account holder | $113 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |