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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,965 |
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 | $59,016 | $88,515-33.3% | $162,163-63.6% | $67,579-12.7% |
| Participation rate | 92.8% | 86.8%+6.0pp | 87.6%+5.3pp | 71.3%+21.6pp |
| Annual return | 23.58% | 27.04%-3.5pp | 115.59%-92.0pp | 378.56%-355.0pp |
| Employer contribution / active EE | $512 | $3,563-85.6% | $5,614-90.9% | $2,148-76.2% |
| Participant deferral / active EE | $3,550 | $5,724-38.0% | $7,298-51.4% | $3,539+0.3% |
| Admin fee / account holder | $96 | $124-22.0% | $10,843-99.1% | $142-32.2% |