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 | $29,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,607 | $37,196-79.5% | $154,107-95.1% | $55,725-86.3% |
| Participation rate | 73.7% | 64.1%+9.6pp | 83.0%-9.3pp | 70.9%+2.8pp |
| Annual return | -7.16% | 1319.68%-1326.8pp | 735.12%-742.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $660 | $1,614-59.1% | $5,298-87.5% | $2,078-68.2% |
| Participant deferral / active EE | $1,191 | $2,068-42.4% | $5,081-76.6% | $3,356-64.5% |
| Admin fee / account holder | $26 | $102-74.6% | $13,411-99.8% | $115-77.6% |