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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $77,353 |
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 | $26,985 | $61,473-56.1% | $81,930-67.1% | $73,409-63.2% |
| Participation rate | 84.6% | 72.4%+12.2pp | 72.0%+12.6pp | 72.2%+12.4pp |
| Annual return | 12.95% | 28.26%-15.3pp | 29.49%-16.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $749 | $1,898-60.5% | $4,310-82.6% | $2,234-66.5% |
| Participant deferral / active EE | $2,260 | $3,080-26.6% | $7,107-68.2% | $3,805-40.6% |
| Admin fee / account holder | $119 | $125-5.3% | $5,158-97.7% | $158-24.7% |