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 | $2,010 |
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 | $28,596 | $42,548-32.8% | $74,550-61.6% | $56,287-49.2% |
| Participation rate | 73.2% | 60.5%+12.8pp | 69.1%+4.1pp | 69.9%+3.4pp |
| Annual return | -3.92% | 12.40%-16.3pp | 32.53%-36.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $706 | $855-17.4% | $1,961-64.0% | $2,111-66.5% |
| Participant deferral / active EE | $2,608 | $2,277+14.5% | $3,108-16.1% | $3,350-22.1% |
| Admin fee / account holder | $8 | $467-98.3% | $5,060-99.8% | $521-98.5% |