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 | $555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,024 | $84,487+20.8% | $125,339-18.6% | $66,914+52.5% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | -12.27% | -8.39%-3.9pp | 572.05%-584.3pp | 1.58%-13.8pp |
| Employer contribution / active EE | $7,693 | $3,553+116.5% | $4,814+59.8% | $2,544+202.4% |
| Participant deferral / active EE | $9,144 | $6,781+34.8% | $7,446+22.8% | $4,237+115.8% |
| Admin fee / account holder | $3 | $685-99.5% | $10,010-100.0% | $593-99.4% |