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 | $32,154 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,190 | $54,237-68.3% | $90,281-81.0% | $67,579-74.6% |
| Participation rate | 87.3% | 68.6%+18.7pp | 73.3%+14.1pp | 71.3%+16.1pp |
| Annual return | 19.57% | 37.27%-17.7pp | 78.10%-58.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $967 | $1,846-47.6% | $2,854-66.1% | $2,148-55.0% |
| Participant deferral / active EE | $2,063 | $2,625-21.4% | $3,885-46.9% | $3,539-41.7% |
| Admin fee / account holder | $28 | $123-77.5% | $5,351-99.5% | $142-80.5% |