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 | $28,455 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,713 | $47,977-40.2% | $154,107-81.4% | $56,287-49.0% |
| Participation rate | 94.7% | 66.2%+28.5pp | 83.0%+11.6pp | 69.9%+24.8pp |
| Annual return | -3.46% | 3.54%-7.0pp | 735.12%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,534 | $2,169+16.8% | $5,298-52.2% | $2,111+20.0% |
| Participant deferral / active EE | $3,816 | $2,392+59.5% | $5,081-24.9% | $3,350+13.9% |
| Admin fee / account holder | $122 | $438-72.2% | $13,411-99.1% | $521-76.6% |