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 LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,355 |
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 | $482,870 | $122,239+295.0% | $184,203+162.1% | $74,495+548.2% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 14.36% | 19.95%-5.6pp | 28.81%-14.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $23,531 | $4,537+418.6% | $6,427+266.1% | $2,623+797.1% |
| Participant deferral / active EE | $15,972 | $7,139+123.7% | $9,131+74.9% | $4,346+267.5% |
| Admin fee / account holder | $10 | $1,260-99.2% | $13,901-99.9% | $1,942-99.5% |