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 | $840 |
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 | $95,747 | $43,550+119.9% | $63,517+50.7% | $52,331+83.0% |
| Participation rate | 99.1% | 65.7%+33.4pp | 71.0%+28.0pp | 68.1%+31.0pp |
| Annual return | 4.59% | 2.03%+2.6pp | -70.30%+74.9pp | 4.54%0pp |
| Employer contribution / active EE | $1,402 | $1,351+3.8% | $2,322-39.6% | $1,882-25.5% |
| Participant deferral / active EE | $3,537 | $2,254+56.9% | $2,953+19.8% | $3,022+17.0% |
| Admin fee / account holder | $8 | $387-98.0% | $5,892-99.9% | $592-98.7% |