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 | $3,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,855 | $79,184+69.0% | $102,438+30.7% | $74,546+79.6% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 12.44% | 54.95%-42.5pp | 29.37%-16.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $3,596 | $2,362+52.3% | $3,024+18.9% | $2,624+37.0% |
| Participant deferral / active EE | $5,512 | $4,414+24.9% | $5,054+9.1% | $4,347+26.8% |
| Admin fee / account holder | $4 | $2,001-99.8% | $9,448-100.0% | $1,944-99.8% |