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 LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,491 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,302 | $102,553+239.6% | $151,611+129.7% | $66,914+420.5% |
| Participation rate | 93.2% | 85.5%+7.6pp | 87.5%+5.7pp | 69.8%+23.3pp |
| Annual return | -14.05% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $20,760 | $4,180+396.6% | $6,166+236.7% | $2,544+716.0% |
| Participant deferral / active EE | $12,414 | $6,641+86.9% | $8,363+48.4% | $4,237+193.0% |
| Admin fee / account holder | $21 | $630-96.6% | $11,616-99.8% | $593-96.4% |