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 Service code 15 · EIN 11-3665754 | Recordkeeping | $47,249 |
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 | $65,717 | $111,608-41.1% | $177,821-63.0% | $73,409-10.5% |
| Participation rate | 90.7% | 87.9%+2.8pp | 87.7%+3.0pp | 72.2%+18.5pp |
| Annual return | 14.66% | 18.23%-3.6pp | 48.32%-33.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $891 | $3,796-76.5% | $5,918-84.9% | $2,234-60.1% |
| Participant deferral / active EE | $4,158 | $6,199-32.9% | $7,714-46.1% | $3,805+9.3% |
| Admin fee / account holder | $106 | $166-35.7% | $12,427-99.1% | $158-32.6% |