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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,500 |
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 | $96,181 | $50,666+89.8% | $76,817+25.2% | $65,185+47.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 42.01% | 28.51%+13.5pp | 1166.11%-1124.1pp | 29.38%+12.6pp |
| Employer contribution / active EE | $1,625 | $1,575+3.2% | $2,302-29.4% | $2,177-25.4% |
| Participant deferral / active EE | $3,598 | $2,647+35.9% | $3,336+7.9% | $3,514+2.4% |
| Admin fee / account holder | $7 | $463-98.4% | $6,420-99.9% | $847-99.1% |