Filed May 27, 2025
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 | $1,905 |
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 | $86,239 | $46,360+86.0% | $147,614-41.6% | $52,331+64.8% |
| Participation rate | 88.9% | 64.9%+23.9pp | 84.6%+4.3pp | 68.1%+20.8pp |
| Annual return | -0.10% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,499 | $2,126+17.5% | $5,564-55.1% | $1,882+32.8% |
| Participant deferral / active EE | $6,750 | $2,258+199.0% | $4,895+37.9% | $3,022+123.3% |
| Admin fee / account holder | $13 | $766-98.3% | $11,611-99.9% | $592-97.8% |