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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,310 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,382 | $84,233-42.6% | $170,442-71.6% | $70,131-31.0% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.93%-192.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,176 | $3,387-65.3% | $5,433-78.3% | $2,342-49.8% |
| Participant deferral / active EE | $2,812 | $3,086-8.9% | $4,939-43.1% | $3,332-15.6% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |