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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $45,435 |
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 | $73,471 | $111,491-34.1% | $189,513-61.2% | $86,799-15.4% |
| Participation rate | 90.7% | 87.3%+3.4pp | 87.8%+2.9pp | 72.3%+18.4pp |
| Annual return | 15.94% | 83.50%-67.6pp | 555.15%-539.2pp | 97.91%-82.0pp |
| Employer contribution / active EE | $969 | $3,951-75.5% | $6,162-84.3% | $2,405-59.7% |
| Participant deferral / active EE | $4,610 | $6,437-28.4% | $8,221-43.9% | $4,131+11.6% |
| Admin fee / account holder | $99 | $189-47.5% | $12,045-99.2% | $170-41.6% |