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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $30,604 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,258 | $75,388-83.7% | $123,544-90.1% | $55,725-78.0% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.3%+9.7pp | 70.9%+21.1pp |
| Annual return | 12.63% | 4.48%+8.1pp | 119.20%-106.6pp | 244.93%-232.3pp |
| Employer contribution / active EE | $795 | $3,063-74.0% | $4,628-82.8% | $2,078-61.7% |
| Participant deferral / active EE | $2,019 | $5,651-64.3% | $6,426-68.6% | $3,356-39.8% |
| Admin fee / account holder | $58 | $120-51.3% | $9,284-99.4% | $115-49.4% |