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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,210 |
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 | $21,543 | $46,360-53.5% | $147,614-85.4% | $52,331-58.8% |
| Participation rate | 89.8% | 64.9%+24.9pp | 84.6%+5.2pp | 68.1%+21.7pp |
| Annual return | -1.65% | 1.62%-3.3pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,071 | $2,126-49.6% | $5,564-80.8% | $1,882-43.1% |
| Participant deferral / active EE | $1,922 | $2,258-14.9% | $4,895-60.7% | $3,022-36.4% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.1% |