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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,011 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $33,134 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $6,501 |
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 | $78,383 | $56,317+39.2% | $71,209+10.1% | $74,304+5.5% |
| Participation rate | 97.6% | 55.1%+42.5pp | 73.8%+23.9pp | 60.3%+37.3pp |
| Annual return | 18.37% | 42.83%-24.5pp | 282.51%-264.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,733 | $2,160+119.1% | $2,721+74.0% | $2,241+111.2% |
| Participant deferral / active EE | $8,056 | $2,788+189.0% | $4,175+92.9% | $3,767+113.8% |
| Admin fee / account holder | $236 | $2,290-89.7% | $5,349-95.6% | $2,969-92.1% |