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 15 · EIN 11-3665754 | Recordkeeping | $9,870 |
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 | $27,838 | $80,177-65.3% | $123,892-77.5% | $57,658-51.7% |
| Participation rate | 75.1% | 74.4%+0.7pp | 81.4%-6.3pp | 70.2%+4.9pp |
| Annual return | 7.15% | 17.90%-10.8pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,510 | $2,913-48.2% | $4,617-67.3% | $1,974-23.5% |
| Participant deferral / active EE | $2,349 | $5,130-54.2% | $5,984-60.7% | $3,061-23.2% |
| Admin fee / account holder | $33 | $106-68.8% | $8,357-99.6% | $95-65.0% |