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 LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,709 | $73,933+164.7% | $96,683+102.4% | $75,163+160.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.25% | 26.70%-11.5pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $110,775 | $2,928+3683.7% | $3,737+2864.5% | $2,670+4049.2% |
| Participant deferral / active EE | $10,439 | $3,659+185.3% | $4,878+114.0% | $4,125+153.0% |
| Admin fee / account holder | $28 | $5,216-99.5% | $6,730-99.6% | $5,651-99.5% |