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 | $184,203 |
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 | $76,547 | $46,219+65.6% | $89,391-14.4% | $90,288-15.2% |
| Participation rate | 94.8% | 44.9%+49.9pp | 68.0%+26.8pp | 73.4%+21.4pp |
| Annual return | 11.26% | 25.71%-14.5pp | 245.62%-234.4pp | 53.97%-42.7pp |
| Employer contribution / active EE | $2,154 | $953+126.0% | $2,586-16.7% | $2,524-14.7% |
| Participant deferral / active EE | $5,215 | $2,136+144.1% | $3,890+34.1% | $4,232+23.2% |
| Admin fee / account holder | $126 | $147-14.1% | $4,881-97.4% | $114+10.6% |