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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,594 | $136,307+104.4% | $177,821+56.7% | $73,488+279.1% |
| Participation rate | 84.0% | 86.1%-2.1pp | 87.7%-3.7pp | 70.7%+13.3pp |
| Annual return | 17.41% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $224 | $3,712-94.0% | $5,918-96.2% | $2,270-90.1% |
| Participant deferral / active EE | $14,658 | $5,829+151.5% | $7,714+90.0% | $3,740+292.0% |
| Admin fee / account holder | $5 | $596-99.1% | $12,427-100.0% | $513-99.0% |