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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,551 |
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 | $26,334 | $55,453-52.5% | $170,442-84.5% | $62,292-57.7% |
| Participation rate | 85.6% | 66.4%+19.3pp | 83.6%+2.0pp | 69.5%+16.1pp |
| Annual return | 21.94% | 21.38%+0.6pp | 205.93%-184.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $1,297 | $2,164-40.1% | $5,433-76.1% | $2,042-36.5% |
| Participant deferral / active EE | $2,838 | $2,303+23.3% | $4,939-42.5% | $3,169-10.4% |
| Admin fee / account holder | $30 | $455-93.4% | $13,880-99.8% | $479-93.8% |