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 LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $93,603 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $151,137 | $47,977+215.0% | $154,107-1.9% | $56,287+168.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 83.0%+13.0pp | 69.9%+26.1pp |
| Annual return | -6.05% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $4,170 | $2,169+92.3% | $5,298-21.3% | $2,111+97.6% |
| Participant deferral / active EE | $4,303 | $2,392+79.9% | $5,081-15.3% | $3,350+28.5% |
| Admin fee / account holder | $678 | $438+54.8% | $13,411-94.9% | $521+30.2% |