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 Service code 15 · EIN 11-3665754 | Recordkeeping | $103,625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,913 | $127,218-78.8% | $392,568-93.1% | $77,787-65.4% |
| Participation rate | 82.1% | 82.0%+0.1pp | 78.1%+4.0pp | 73.2%+8.9pp |
| Annual return | 38.39% | 25.27%+13.1pp | 24.42%+14.0pp | 32.57%+5.8pp |
| Employer contribution / active EE | $1,794 | $3,064-41.4% | $3,783-52.6% | $2,504-28.4% |
| Participant deferral / active EE | $2,474 | $4,820-48.7% | $5,985-58.7% | $3,967-37.7% |
| Admin fee / account holder | $59 | $89-33.9% | $6,260-99.1% | $100-41.2% |