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 Service code 15 · EIN 11-3665754 | Recordkeeping | $6,352 |
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 | $34,860 | $52,953-34.2% | $172,739-79.8% | $65,185-46.5% |
| Participation rate | 89.3% | 66.2%+23.1pp | 82.6%+6.6pp | 70.2%+19.1pp |
| Annual return | 33.67% | 30.12%+3.5pp | 802.84%-769.2pp | 29.38%+4.3pp |
| Employer contribution / active EE | $1,312 | $2,190-40.1% | $5,143-74.5% | $2,177-39.7% |
| Participant deferral / active EE | $3,013 | $2,471+21.9% | $5,198-42.0% | $3,514-14.3% |
| Admin fee / account holder | $26 | $472-94.5% | $13,954-99.8% | $847-97.0% |