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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,720 |
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 | $26,834 | $47,977-44.1% | $154,107-82.6% | $56,287-52.3% |
| Participation rate | 88.0% | 66.2%+21.8pp | 83.0%+5.0pp | 69.9%+18.1pp |
| Annual return | -4.42% | 3.54%-8.0pp | 735.12%-739.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,336 | $2,169-38.4% | $5,298-74.8% | $2,111-36.7% |
| Participant deferral / active EE | $2,950 | $2,392+23.3% | $5,081-41.9% | $3,350-11.9% |
| Admin fee / account holder | $30 | $438-93.1% | $13,411-99.8% | $521-94.2% |