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 | $43,185 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,326 | $80,005-35.8% | $140,016-63.3% | $55,725-7.9% |
| Participation rate | 91.8% | 87.0%+4.8pp | 87.5%+4.3pp | 70.9%+20.9pp |
| Annual return | -4.56% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $529 | $3,403-84.5% | $5,606-90.6% | $2,078-74.5% |
| Participant deferral / active EE | $3,176 | $5,264-39.7% | $6,927-54.2% | $3,356-5.4% |
| Admin fee / account holder | $102 | $116-12.0% | $10,705-99.0% | $115-11.6% |