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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,377 |
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 | $21,205 | $51,620-58.9% | $90,281-76.5% | $65,185-67.5% |
| Participation rate | 84.3% | 68.6%+15.7pp | 73.3%+11.0pp | 70.2%+14.1pp |
| Annual return | 19.76% | 24.94%-5.2pp | 78.10%-58.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $332 | $2,235-85.1% | $2,854-88.4% | $2,177-84.7% |
| Participant deferral / active EE | $1,354 | $2,871-52.8% | $3,885-65.2% | $3,514-61.5% |
| Admin fee / account holder | $132 | $384-65.7% | $5,351-97.5% | $847-84.4% |