Filed November 17, 2017 (most recent of 3 filings on file)
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 | $2,127 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,970 | $52,208-38.8% | $86,612-63.1% | $74,419-57.0% |
| Participation rate | 73.9% | 66.3%+7.6pp | 71.7%+2.2pp | 70.7%+3.2pp |
| Annual return | 12.92% | 44.46%-31.5pp | 591.07%-578.2pp | 34.38%-21.5pp |
| Employer contribution / active EE | $3,693 | $2,282+61.8% | $3,022+22.2% | $2,637+40.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $319-99.2% | $5,614-100.0% | $348-99.3% |