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 | $3,900 |
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 | $63,811 | $50,498+26.4% | $75,781-15.8% | $55,191+15.6% |
| Participation rate | 74.3% | 69.4%+4.8pp | 75.8%-1.6pp | 69.2%+5.1pp |
| Annual return | 0.69% | 1.80%-1.1pp | 9.68%-9.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,218 | $2,291-46.8% | $3,323-63.3% | $1,899-35.8% |
| Participant deferral / active EE | $4,049 | $2,589+56.4% | $3,651+10.9% | $3,046+32.9% |
| Admin fee / account holder | $7 | $123-94.3% | $5,299-99.9% | $91-92.3% |