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 8-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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $810 |
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 | $34,264 | $55,453-38.2% | $170,442-79.9% | $62,292-45.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 16.21% | 21.38%-5.2pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,019 | $2,164-52.9% | $5,433-81.2% | $2,042-50.1% |
| Participant deferral / active EE | $2,181 | $2,303-5.3% | $4,939-55.8% | $3,169-31.2% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.7% |