Filed November 18, 2024
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 Filed as: ASCENSUS Service code 64 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $2,687 |
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 | $21,839 | $55,449-60.6% | $83,848-74.0% | $56,287-61.2% |
| Participation rate | 83.4% | 68.0%+15.4pp | 76.1%+7.3pp | 69.9%+13.6pp |
| Annual return | -7.45% | -1.38%-6.1pp | 850.88%-858.3pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,282 | $2,430-6.1% | $3,631-37.2% | $2,111+8.1% |
| Participant deferral / active EE | $3,383 | $2,935+15.3% | $4,082-17.1% | $3,350+1.0% |
| Admin fee / account holder | $11 | $656-98.3% | $5,478-99.8% | $521-97.8% |