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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $54,400 |
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 | $56,450 | $86,897-35.0% | $151,611-62.8% | $64,808-12.9% |
| Participation rate | 92.7% | 87.3%+5.4pp | 87.5%+5.2pp | 71.5%+21.2pp |
| Annual return | -13.71% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $478 | $4,010-88.1% | $6,166-92.3% | $2,506-80.9% |
| Participant deferral / active EE | $4,779 | $6,690-28.6% | $8,363-42.9% | $4,310+10.9% |
| Admin fee / account holder | $109 | $153-28.6% | $11,616-99.1% | $188-41.8% |