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 Service code 12 · EIN 82-3719843 | Participant communication; Sub-transf... | $17,047 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,035 | $55,472+100.2% | $155,567-28.6% | $74,546+48.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 8.31% | 268.72%-260.4pp | 64.74%-56.4pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $6,114 | $2,269+169.5% | $4,674+30.8% | $2,624+133.0% |
| Participant deferral / active EE | $4,475 | $2,838+57.7% | $5,628-20.5% | $4,347+2.9% |
| Admin fee / account holder | $122 | $1,743-93.0% | $15,916-99.2% | $1,944-93.7% |