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 | $208,712 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,223 | $41,617+66.3% | $84,611-18.2% | $77,787-11.0% |
| Participation rate | 95.0% | 45.0%+49.9pp | 68.2%+26.7pp | 73.2%+21.8pp |
| Annual return | 14.43% | 24.97%-10.5pp | 258.74%-244.3pp | 32.57%-18.1pp |
| Employer contribution / active EE | $2,064 | $1,061+94.5% | $2,652-22.2% | $2,504-17.6% |
| Participant deferral / active EE | $4,938 | $2,129+132.0% | $3,899+26.6% | $3,967+24.5% |
| Admin fee / account holder | $144 | $121+18.8% | $4,912-97.1% | $100+43.6% |