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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,500 |
Annual investment return 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 | $5,962 | $37,117-83.9% | $147,614-96.0% | $55,191-89.2% |
| Participation rate | 76.3% | 63.6%+12.6pp | 84.6%-8.4pp | 69.2%+7.1pp |
| Annual return | -2.63% | 3.44%-6.1pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $1,070 | $1,620-34.0% | $5,564-80.8% | $1,899-43.6% |
| Participant deferral / active EE | $1,538 | $1,985-22.5% | $4,895-68.6% | $3,046-49.5% |
| Admin fee / account holder | $5 | $86-94.7% | $11,611-100.0% | $91-95.0% |