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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,590 |
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 | $39,540 | $63,924-38.1% | $108,579-63.6% | $55,167-28.3% |
| Participation rate | 95.3% | 74.3%+21.0pp | 79.6%+15.7pp | 69.0%+26.3pp |
| Annual return | 8.38% | 15.31%-6.9pp | -51.70%+60.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,986 | $1,879+5.7% | $3,758-47.2% | $1,963+1.2% |
| Participant deferral / active EE | $4,134 | $3,067+34.8% | $4,311-4.1% | $3,054+35.3% |
| Admin fee / account holder | $17 | $618-97.2% | $7,645-99.8% | $504-96.6% |