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 LLC6+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $4,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,166 | $77,660-45.7% | $109,143-61.4% | $79,386-46.9% |
| Participation rate | 98.1% | 67.8%+30.3pp | 75.9%+22.3pp | 70.7%+27.4pp |
| Annual return | 13.58% | 23.44%-9.9pp | 25.75%-12.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,774 | $2,797-36.6% | $3,722-52.3% | $2,427-26.9% |
| Participant deferral / active EE | $2,234 | $3,518-36.5% | $4,653-52.0% | $4,046-44.8% |
| Admin fee / account holder | $30 | $732-95.9% | $6,752-99.6% | $626-95.2% |