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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,737 |
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 | $38,973 | $65,061-40.1% | $143,757-72.9% | $66,914-41.8% |
| Participation rate | 81.1% | 65.2%+16.0pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -16.94% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,078 | $2,361-54.3% | $4,951-78.2% | $2,544-57.6% |
| Participant deferral / active EE | $3,965 | $2,919+35.8% | $5,637-29.7% | $4,237-6.4% |
| Admin fee / account holder | $109 | $502-78.2% | $14,673-99.3% | $593-81.6% |