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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,704 |
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 | $53,940 | $57,108-5.5% | $94,224-42.8% | $52,331+3.1% |
| Participation rate | 86.9% | 72.9%+14.0pp | 78.8%+8.2pp | 68.1%+18.8pp |
| Annual return | -1.64% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $922 | $1,735-46.9% | $3,587-74.3% | $1,882-51.0% |
| Participant deferral / active EE | $2,781 | $3,040-8.5% | $4,320-35.6% | $3,022-8.0% |
| Admin fee / account holder | $20 | $546-96.4% | $6,269-99.7% | $592-96.7% |