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 | $2,820 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,273 | $65,435-12.5% | $86,677-33.9% | $66,914-14.4% |
| Participation rate | 96.3% | 75.5%+20.9pp | 76.6%+19.7pp | 69.8%+26.5pp |
| Annual return | -15.37% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,136 | $2,153-47.2% | $2,836-59.9% | $2,544-55.3% |
| Participant deferral / active EE | $3,421 | $4,100-16.6% | $4,656-26.5% | $4,237-19.2% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.6% |