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 | $24,403 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,624 | $50,498-61.1% | $75,781-74.1% | $55,191-64.4% |
| Participation rate | 94.6% | 69.4%+25.2pp | 75.8%+18.8pp | 69.2%+25.5pp |
| Annual return | 2.92% | 1.80%+1.1pp | 9.68%-6.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $280 | $2,291-87.8% | $3,323-91.6% | $1,899-85.2% |
| Participant deferral / active EE | $3,340 | $2,589+29.0% | $3,651-8.5% | $3,046+9.6% |
| Admin fee / account holder | $40 | $123-67.4% | $5,299-99.2% | $91-55.8% |