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 |
|---|---|---|
Service code 27 · EIN 41-1411118 | Advisory (Plan) | $30,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $22,807 |
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 | $24,105 | $50,820-52.6% | $155,567-84.5% | $77,671-69.0% |
| Participation rate | 84.1% | 63.1%+21.0pp | 78.2%+5.9pp | 70.6%+13.5pp |
| Annual return | 12.80% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,716 | $1,993+36.3% | $4,674-41.9% | $2,726-0.4% |
| Participant deferral / active EE | $2,892 | $2,823+2.4% | $5,628-48.6% | $4,648-37.8% |
| Admin fee / account holder | $105 | $436-75.8% | $15,916-99.3% | $430-75.5% |