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 | $8,355 |
Annual investment return 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 | $40,766 | $86,332-52.8% | $125,175-67.4% | $65,185-37.5% |
| Participation rate | 84.3% | 75.3%+9.0pp | 79.8%+4.6pp | 70.2%+14.1pp |
| Annual return | 17.49% | 27.43%-9.9pp | 43.79%-26.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,842 | $2,040-9.7% | $3,865-52.3% | $2,177-15.4% |
| Participant deferral / active EE | $3,722 | $3,537+5.2% | $4,937-24.6% | $3,514+5.9% |
| Admin fee / account holder | $41 | $609-93.2% | $9,702-99.6% | $847-95.1% |