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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,315 |
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 | $29,491 | $32,865-10.3% | $75,826-61.1% | $56,287-47.6% |
| Participation rate | 92.1% | 53.0%+39.1pp | 68.2%+23.9pp | 69.9%+22.2pp |
| Annual return | -3.36% | -5.01%+1.6pp | 1914.15%-1917.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,570 | $891+76.2% | $1,913-18.0% | $2,111-25.6% |
| Participant deferral / active EE | $4,196 | $1,683+149.4% | $2,862+46.6% | $3,350+25.3% |
| Admin fee / account holder | $34 | $185-81.8% | $4,726-99.3% | $521-93.6% |