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 LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $5,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,806 | $54,350+26.6% | $82,719-16.8% | $68,494+0.5% |
| Participation rate | 95.6% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.7pp |
| Annual return | -15.43% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,879 | $2,218+29.8% | $3,009-4.3% | $2,596+10.9% |
| Participant deferral / active EE | $4,014 | $3,246+23.7% | $4,395-8.7% | $4,027-0.3% |
| Admin fee / account holder | $6 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |