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 |
|---|---|---|
Filed as: ASSET AVISORS OF AMERICA LLC Service code 99 | Other Fees | $26,938 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,750 |
ASCENSUS LLC1 year Filed as: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 20-1302365 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,832 | $48,570-22.1% | $130,648-71.0% | $72,985-48.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 11.42% | 38.63%-27.2pp | 1708.96%-1697.5pp | 81.00%-69.6pp |
| Employer contribution / active EE | $1,947 | $1,334+46.0% | $4,092-52.4% | $2,440-20.2% |
| Participant deferral / active EE | $2,982 | $2,384+25.1% | $3,603-17.2% | $3,607-17.3% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,464-99.6% | $5,124-99.6% |