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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,356 |
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 | $34,616 | $54,573-36.6% | $90,951-61.9% | $73,488-52.9% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.0%+9.0pp | 70.7%+7.3pp |
| Annual return | 15.50% | 16.69%-1.2pp | 134.60%-119.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $796 | $991-19.8% | $2,122-62.5% | $2,270-65.0% |
| Participant deferral / active EE | $2,436 | $2,517-3.2% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $82 | $521-84.3% | $5,959-98.6% | $513-84.1% |