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 | $1,560 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,971 | $60,989-31.2% | $60,874-31.1% | $66,914-37.3% |
| Participation rate | 85.6% | 74.5%+11.1pp | 73.1%+12.5pp | 69.8%+15.8pp |
| Annual return | -8.21% | -9.60%+1.4pp | 16.90%-25.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $1,254 | $2,661-52.9% | $2,701-53.6% | $2,544-50.7% |
| Participant deferral / active EE | $3,002 | $3,615-17.0% | $3,817-21.3% | $4,237-29.1% |
| Admin fee / account holder | $9 | $338-97.3% | $3,224-99.7% | $593-98.4% |