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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,520 |
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 | $74,744 | $54,590+36.9% | $81,930-8.8% | $73,488+1.7% |
| Participation rate | 99.4% | 68.3%+31.1pp | 72.0%+27.4pp | 70.7%+28.7pp |
| Annual return | 35.54% | 17.74%+17.8pp | 29.49%+6.0pp | 28.51%+7.0pp |
| Employer contribution / active EE | $1,666 | $1,636+1.8% | $4,310-61.3% | $2,270-26.6% |
| Participant deferral / active EE | $3,530 | $2,759+28.0% | $7,107-50.3% | $3,740-5.6% |
| Admin fee / account holder | $12 | $592-97.9% | $5,158-99.8% | $513-97.6% |