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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,180 |
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 | $32,318 | $50,972-36.6% | $88,538-63.5% | $72,985-55.7% |
| Participation rate | 88.7% | 63.4%+25.3pp | 68.7%+19.9pp | 69.5%+19.2pp |
| Annual return | 14.51% | 29.62%-15.1pp | 43.64%-29.1pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,527 | $1,475+3.6% | $2,098-27.2% | $2,440-37.4% |
| Participant deferral / active EE | $4,456 | $2,230+99.8% | $2,914+52.9% | $3,607+23.5% |
| Admin fee / account holder | $33 | $3,230-99.0% | $4,310-99.2% | $5,124-99.4% |