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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,066 |
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 | $7,860 | $71,192-89.0% | $117,854-93.3% | $62,292-87.4% |
| Participation rate | 89.1% | 74.2%+14.9pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 21.89% | 18.66%+3.2pp | 335.08%-313.2pp | 28.90%-7.0pp |
| Employer contribution / active EE | $627 | $1,934-67.6% | $3,786-83.4% | $2,042-69.3% |
| Participant deferral / active EE | $1,127 | $3,189-64.7% | $4,482-74.9% | $3,169-64.5% |
| Admin fee / account holder | $108 | $587-81.6% | $8,020-98.7% | $479-77.5% |