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 13 · EIN 11-3665754 | Contract Administrator | $10,783 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,299 | $37,044-4.7% | $71,796-50.8% | $57,658-38.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 10.24% | 12.64%-2.4pp | 78.04%-67.8pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,056 | $720+46.6% | $1,924-45.1% | $1,974-46.5% |
| Participant deferral / active EE | $2,782 | $1,974+40.9% | $2,794-0.4% | $3,061-9.1% |
| Admin fee / account holder | $6 | $101-94.5% | $4,815-99.9% | $95-94.1% |