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 Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $92,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,961 | $58,726+150.2% | $92,233+59.3% | $62,292+135.9% |
| Participation rate | 80.4% | 68.3%+12.1pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 19.16% | 43.62%-24.5pp | 176.28%-157.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,614 | $2,392+9.3% | $3,679-28.9% | $2,042+28.0% |
| Participant deferral / active EE | $4,907 | $2,766+77.4% | $3,897+25.9% | $3,169+54.8% |
| Admin fee / account holder | $392 | $556-29.6% | $5,194-92.5% | $479-18.3% |