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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,238 |
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 | $18,843 | $46,173-59.2% | $170,442-88.9% | $69,631-72.9% |
| Participation rate | 70.4% | 63.9%+6.5pp | 83.6%-13.2pp | 70.7%-0.3pp |
| Annual return | 15.35% | 21.62%-6.3pp | 205.93%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $762 | $1,610-52.7% | $5,433-86.0% | $2,032-62.5% |
| Participant deferral / active EE | $1,115 | $2,080-46.4% | $4,939-77.4% | $3,224-65.4% |
| Admin fee / account holder | $13 | $116-88.7% | $13,880-99.9% | $110-88.1% |