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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,500 |
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 | $35,897 | $50,385-28.8% | $75,670-52.6% | $62,292-42.4% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.3%+12.2pp | 69.5%+15.0pp |
| Annual return | 17.01% | 19.90%-2.9pp | 27.34%-10.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,646 | $1,537+7.1% | $2,352-30.0% | $2,042-19.4% |
| Participant deferral / active EE | $2,759 | $2,445+12.8% | $3,142-12.2% | $3,169-12.9% |
| Admin fee / account holder | $12 | $384-96.9% | $5,800-99.8% | $479-97.5% |