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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,634 | $54,350-41.8% | $82,719-61.8% | $68,494-53.8% |
| Participation rate | 75.8% | 63.9%+11.8pp | 72.6%+3.2pp | 67.9%+7.9pp |
| Annual return | -17.86% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,414 | $2,218+99.0% | $3,009+46.7% | $2,596+70.0% |
| Participant deferral / active EE | $3,323 | $3,246+2.4% | $4,395-24.4% | $4,027-17.5% |
| Admin fee / account holder | $70 | $4,395-98.4% | $5,329-98.7% | $5,403-98.7% |