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 LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,947 | $78,275+60.9% | $109,143+15.4% | $86,799+45.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.38% | 19.14%-4.8pp | 25.75%-11.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $14,103 | $3,105+354.2% | $3,722+278.9% | $2,405+486.3% |
| Participant deferral / active EE | $2,335 | $3,641-35.9% | $4,653-49.8% | $4,131-43.5% |
| Admin fee / account holder | $15 | $198-92.5% | $6,752-99.8% | $170-91.3% |