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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,761 | $155,795-78.3% | $136,294-75.2% | $69,631-51.5% |
| Participation rate | 72.7% | 75.2%-2.6pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 18.46% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,583 | $2,991-47.1% | $4,695-66.3% | $2,032-22.1% |
| Participant deferral / active EE | $2,175 | $5,394-59.7% | $6,247-65.2% | $3,224-32.5% |
| Admin fee / account holder | $55 | $128-57.0% | $9,243-99.4% | $110-50.1% |