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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,835 |
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 | $30,911 | $72,770-57.5% | $67,652-54.3% | $55,191-44.0% |
| Participation rate | 85.9% | 78.8%+7.1pp | 75.7%+10.2pp | 69.2%+16.7pp |
| Annual return | 1.17% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $694 | $1,769-60.8% | $2,266-69.4% | $1,899-63.4% |
| Participant deferral / active EE | $2,040 | $3,408-40.1% | $3,560-42.7% | $3,046-33.0% |
| Admin fee / account holder | $31 | $79-60.2% | $4,821-99.4% | $91-65.5% |