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 | $9,810 |
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 | $26,129 | $46,732-44.1% | $156,549-83.3% | $55,167-52.6% |
| Participation rate | 94.6% | 65.8%+28.8pp | 84.0%+10.6pp | 69.0%+25.6pp |
| Annual return | 5.81% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,124 | $2,105-46.6% | $5,501-79.6% | $1,963-42.7% |
| Participant deferral / active EE | $1,870 | $2,204-15.2% | $4,871-61.6% | $3,054-38.8% |
| Admin fee / account holder | $40 | $418-90.5% | $13,027-99.7% | $504-92.1% |