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 Filed as: ASCENSUS Service code 49 10319 DAWSONS CREEKS BLVD STE A · FORT WAYNE, IN 46825 | Other Services | $31,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,750 | $63,745+128.6% | $98,442+48.1% | $79,386+83.6% |
| Participation rate | 92.1% | 69.9%+22.2pp | 73.3%+18.8pp | 70.7%+21.4pp |
| Annual return | 21.34% | 625.80%-604.5pp | 1492.73%-1471.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $2,623 | $2,557+2.6% | $2,960-11.4% | $2,427+8.0% |
| Participant deferral / active EE | $13,500 | $3,303+308.7% | $4,276+215.7% | $4,046+233.7% |
| Admin fee / account holder | $437 | $516-15.2% | $5,949-92.7% | $626-30.2% |