Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,759 | $99,921+21.9% | $85,009+43.2% | $145,959-16.6% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 15.08% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $8,873 | $3,233+174.5% | $2,728+225.2% | $4,661+90.4% |
| Participant deferral / active EE | $14,954 | $5,293+182.5% | $4,522+230.7% | $6,689+123.6% |
| Admin fee / account holder | $8 | $7,252-99.9% | $6,153-99.9% | $13,398-99.9% |