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 8-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 LLC2 years Service code 33 · EIN 11-3665754 | Other fees; Recordkeeping fees; Sub-t... | $122,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,516 | $30,147-55.2% | $58,482-76.9% | $80,160-83.1% |
| Participation rate | 89.6% | 34.4%+55.2pp | 50.9%+38.7pp | 72.9%+16.6pp |
| Annual return | 18.53% | 21.97%-3.4pp | 4239.32%-4220.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,669 | $528+216.4% | $1,053+58.5% | $2,978-43.9% |
| Participant deferral / active EE | $2,315 | $1,249+85.3% | $1,924+20.3% | $5,017-53.9% |
| Admin fee / account holder | $82 | $195-57.9% | $2,516-96.7% | $145-43.5% |