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 | $3,545 |
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 | $16,354 | $39,458-58.6% | $60,547-73.0% | $55,191-70.4% |
| Participation rate | 80.7% | 59.6%+21.1pp | 68.0%+12.7pp | 69.2%+11.5pp |
| Annual return | -1.32% | 3.35%-4.7pp | 335.64%-337.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $228 | $1,210-81.2% | $2,419-90.6% | $1,899-88.0% |
| Participant deferral / active EE | $1,740 | $2,140-18.7% | $3,328-47.7% | $3,046-42.9% |
| Admin fee / account holder | $14 | $95-85.2% | $4,536-99.7% | $91-84.4% |