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 Service code 15 · EIN 11-3665754 | Recordkeeping | $21,324 |
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 | $32,743 | $49,138-33.4% | $84,015-61.0% | $65,185-49.8% |
| Participation rate | 75.9% | 60.7%+15.1pp | 69.0%+6.9pp | 70.2%+5.7pp |
| Annual return | 20.91% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $805 | $914-11.9% | $1,983-59.4% | $2,177-63.0% |
| Participant deferral / active EE | $2,658 | $2,397+10.9% | $3,239-17.9% | $3,514-24.4% |
| Admin fee / account holder | $78 | $543-85.7% | $6,101-98.7% | $847-90.8% |