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 Service code 15 · EIN 11-3665754 | Recordkeeping | $906 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,759 | $99,877+21.9% | $84,966+43.3% | $145,922-16.6% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 15.08% | 83.76%-68.7pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $8,873 | $3,231+174.6% | $2,727+225.3% | $4,660+90.4% |
| Participant deferral / active EE | $14,954 | $5,291+182.6% | $4,519+230.9% | $6,688+123.6% |
| Admin fee / account holder | $8 | $7,248-99.9% | $6,149-99.9% | $13,397-99.9% |