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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,166 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,300 |
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 | $32,550 | $63,905-49.1% | $74,183-56.1% | $57,658-43.5% |
| Participation rate | 91.7% | 79.8%+12.0pp | 76.6%+15.1pp | 70.2%+21.5pp |
| Annual return | 6.83% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $890 | $1,840-51.6% | $2,370-62.4% | $1,974-54.9% |
| Participant deferral / active EE | $2,426 | $3,448-29.6% | $3,550-31.6% | $3,061-20.7% |
| Admin fee / account holder | $15 | $91-83.3% | $5,586-99.7% | $95-83.9% |