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 | $5,250 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,982 | $72,388+24.3% | $111,392-19.2% | $64,186+40.2% |
| Participation rate | 89.3% | 70.5%+18.8pp | 78.9%+10.4pp | 69.6%+19.7pp |
| Annual return | -6.63% | -1.50%-5.1pp | -2.06%-4.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,920 | $3,000+64.0% | $4,328+13.7% | $2,381+106.7% |
| Participant deferral / active EE | $6,878 | $4,241+62.2% | $5,567+23.5% | $3,470+98.2% |
| Admin fee / account holder | $50 | $5,719-99.1% | $12,266-99.6% | $4,888-99.0% |