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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,127 |
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 | $50,583 | $61,156-17.3% | $185,823-72.8% | $79,386-36.3% |
| Participation rate | 80.5% | 66.6%+13.9pp | 81.7%-1.2pp | 70.7%+9.8pp |
| Annual return | 13.05% | 19.45%-6.4pp | 122.05%-109.0pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,736 | $2,321-25.2% | $5,167-66.4% | $2,427-28.5% |
| Participant deferral / active EE | $4,342 | $2,789+55.7% | $5,568-22.0% | $4,046+7.3% |
| Admin fee / account holder | $75 | $710-89.4% | $16,237-99.5% | $626-88.0% |