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 | $28,122 |
Filed as: ONE RETIREMENT Service code 27 · EIN 45-4357540 | Advisory (Plan) | $12,500 |
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 | $30,552 | $38,925-21.5% | $73,843-58.6% | $55,191-44.6% |
| Participation rate | 74.1% | 66.0%+8.1pp | 73.4%+0.7pp | 69.2%+4.9pp |
| Annual return | -2.53% | 6.31%-8.8pp | 2267.84%-2270.4pp | 10.78%-13.3pp |
| Employer contribution / active EE | $846 | $1,695-50.1% | $2,787-69.7% | $1,899-55.5% |
| Participant deferral / active EE | $2,927 | $2,351+24.5% | $3,583-18.3% | $3,046-3.9% |
| Admin fee / account holder | $128 | $83+54.9% | $4,880-97.4% | $91+41.4% |