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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,208 |
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 | $110,346 | $47,922+130.3% | $75,886+45.4% | $65,185+69.3% |
| Participation rate | 98.8% | 63.0%+35.8pp | 69.3%+29.5pp | 70.2%+28.6pp |
| Annual return | 24.01% | 24.12%-0.1pp | 30.76%-6.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $5,631 | $1,557+261.7% | $2,500+125.2% | $2,177+158.7% |
| Participant deferral / active EE | $8,183 | $2,550+220.9% | $3,603+127.1% | $3,514+132.9% |
| Admin fee / account holder | $137 | $532-74.2% | $5,418-97.5% | $847-83.8% |