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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,236 | $57,096+16.0% | $94,224-29.7% | $55,191+20.0% |
| Participation rate | 80.4% | 75.7%+4.8pp | 78.8%+1.7pp | 69.2%+11.3pp |
| Annual return | 0.30% | 159.65%-159.3pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,575 | $1,708-7.8% | $3,587-56.1% | $1,899-17.0% |
| Participant deferral / active EE | $5,022 | $3,165+58.7% | $4,320+16.2% | $3,046+64.8% |
| Admin fee / account holder | $40 | $89-55.5% | $6,269-99.4% | $91-56.2% |