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 | $2,355 |
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 | $22,626 | $46,360-51.2% | $147,614-84.7% | $52,331-56.8% |
| Participation rate | 77.0% | 64.9%+12.0pp | 84.6%-7.7pp | 68.1%+8.9pp |
| Annual return | 2.61% | 1.62%+1.0pp | 61.98%-59.4pp | 4.54%-1.9pp |
| Employer contribution / active EE | $2,129 | $2,126+0.2% | $5,564-61.7% | $1,882+13.2% |
| Participant deferral / active EE | $4,295 | $2,258+90.3% | $4,895-12.3% | $3,022+42.1% |
| Admin fee / account holder | $8 | $766-98.9% | $11,611-99.9% | $592-98.6% |