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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,427 |
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 | $130,056 | $55,636+133.8% | $81,983+58.6% | $73,488+77.0% |
| Participation rate | 95.8% | 62.3%+33.5pp | 69.2%+26.5pp | 70.7%+25.1pp |
| Annual return | 16.14% | 19.07%-2.9pp | 41.31%-25.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $6,134 | $1,625+277.6% | $2,498+145.6% | $2,270+170.2% |
| Participant deferral / active EE | $9,130 | $2,762+230.5% | $3,722+145.3% | $3,740+144.1% |
| Admin fee / account holder | $116 | $493-76.4% | $5,664-98.0% | $513-77.4% |