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 | $20,546 |
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 | $126,917 | $75,183+68.8% | $123,892+2.4% | $55,167+130.1% |
| Participation rate | 89.4% | 72.8%+16.5pp | 81.4%+8.0pp | 69.0%+20.4pp |
| Annual return | 7.18% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,034 | $2,823-28.0% | $4,617-55.9% | $1,963+3.6% |
| Participant deferral / active EE | $6,902 | $5,084+35.7% | $5,984+15.3% | $3,054+126.0% |
| Admin fee / account holder | $53 | $663-92.0% | $8,357-99.4% | $504-89.5% |