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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,372 |
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 | $16,326 | $46,360-64.8% | $147,614-88.9% | $52,331-68.8% |
| Participation rate | 77.5% | 64.9%+12.5pp | 84.6%-7.2pp | 68.1%+9.4pp |
| Annual return | -2.02% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,165 | $2,126-45.2% | $5,564-79.1% | $1,882-38.1% |
| Participant deferral / active EE | $2,500 | $2,258+10.7% | $4,895-48.9% | $3,022-17.3% |
| Admin fee / account holder | $27 | $766-96.5% | $11,611-99.8% | $592-95.5% |