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 | $13,415 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,047 | $66,124-62.1% | $90,404-72.3% | $73,488-65.9% |
| Participation rate | 82.4% | 69.7%+12.7pp | 72.7%+9.7pp | 70.7%+11.7pp |
| Annual return | 12.62% | 17.65%-5.0pp | 1293.02%-1280.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $365 | $2,346-84.4% | $3,262-88.8% | $2,270-83.9% |
| Participant deferral / active EE | $1,473 | $3,039-51.5% | $3,963-62.8% | $3,740-60.6% |
| Admin fee / account holder | $129 | $396-67.6% | $5,611-97.7% | $513-75.0% |