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 LLC7+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $6,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,153 | $179,636-79.9% | $112,228-67.8% | - |
| Participation rate | 99.0% | 66.3%+32.7pp | 75.1%+23.9pp | - |
| Annual return | -15.73% | -16.34%+0.6pp | 27.45%-43.2pp | - |
| Employer contribution / active EE | $1,444 | $2,897-50.1% | $3,635-60.3% | - |
| Participant deferral / active EE | $2,535 | $3,332-23.9% | $4,728-46.4% | - |
| Admin fee / account holder | $41 | $19,809-99.8% | $6,410-99.4% | - |