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 | $4,816 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,458 | $81,474-45.4% | $133,956-66.8% | $73,488-39.5% |
| Participation rate | 83.0% | 76.4%+6.6pp | 79.8%+3.1pp | 70.7%+12.3pp |
| Annual return | -0.32% | 19.40%-19.7pp | 45.09%-45.4pp | 28.51%-28.8pp |
| Employer contribution / active EE | $1,806 | $2,209-18.3% | $3,919-53.9% | $2,270-20.5% |
| Participant deferral / active EE | $3,646 | $3,786-3.7% | $5,048-27.8% | $3,740-2.5% |
| Admin fee / account holder | $25 | $713-96.5% | $8,927-99.7% | $513-95.1% |