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 LLC8+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $5,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,714 | $73,933-43.6% | $96,683-56.9% | $75,163-44.5% |
| Participation rate | 98.8% | 66.4%+32.4pp | 74.3%+24.5pp | 67.2%+31.6pp |
| Annual return | 14.03% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,923 | $2,928-34.3% | $3,737-48.5% | $2,670-28.0% |
| Participant deferral / active EE | $2,621 | $3,659-28.4% | $4,878-46.3% | $4,125-36.5% |
| Admin fee / account holder | $33 | $5,216-99.4% | $6,730-99.5% | $5,651-99.4% |