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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,191 | $65,061-64.4% | $143,757-83.9% | $66,914-65.3% |
| Participation rate | 81.5% | 65.2%+16.3pp | 80.3%+1.2pp | 69.8%+11.7pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,358 | $2,361-42.5% | $4,951-72.6% | $2,544-46.6% |
| Participant deferral / active EE | $2,457 | $2,919-15.8% | $5,637-56.4% | $4,237-42.0% |
| Admin fee / account holder | $31 | $502-93.9% | $14,673-99.8% | $593-94.8% |