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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,749 |
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 | $19,577 | $46,732-58.1% | $156,549-87.5% | $55,167-64.5% |
| Participation rate | 83.6% | 65.8%+17.8pp | 84.0%-0.4pp | 69.0%+14.6pp |
| Annual return | 9.55% | 17.72%-8.2pp | 32.23%-22.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,245 | $2,105-40.9% | $5,501-77.4% | $1,963-36.6% |
| Participant deferral / active EE | $2,695 | $2,204+22.3% | $4,871-44.7% | $3,054-11.8% |
| Admin fee / account holder | $26 | $418-93.7% | $13,027-99.8% | $504-94.7% |