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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,945 |
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 | $54,619 | $43,504+25.6% | $68,793-20.6% | $56,287-3.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -4.47% | -3.15%-1.3pp | -4.63%+0.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,971 | $1,525+94.8% | $2,625+13.2% | $2,111+40.7% |
| Participant deferral / active EE | $2,892 | $2,509+15.3% | $3,311-12.7% | $3,350-13.7% |
| Admin fee / account holder | $16 | $515-96.9% | $5,131-99.7% | $521-97.0% |