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 | $12,814 |
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 | $41,599 | $103,685-59.9% | $105,387-60.5% | $65,185-36.2% |
| Participation rate | 82.7% | 83.2%-0.5pp | 82.6%+0.1pp | 70.2%+12.5pp |
| Annual return | 21.31% | 23.88%-2.6pp | 26.82%-5.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $754 | $3,842-80.4% | $4,213-82.1% | $2,177-65.4% |
| Participant deferral / active EE | $2,281 | $5,634-59.5% | $5,502-58.5% | $3,514-35.1% |
| Admin fee / account holder | $13 | $399-96.7% | $6,559-99.8% | $847-98.4% |