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.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,380 | $64,119+225.0% | $112,228+85.7% | $66,914+211.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $24,049 | $3,005+700.2% | $3,635+561.7% | $2,544+845.3% |
| Participant deferral / active EE | $4,741 | $3,693+28.4% | $4,728+0.3% | $4,237+11.9% |
| Admin fee / account holder | $39 | $625-93.7% | $6,410-99.4% | $593-93.4% |