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 LLC1 year Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $3,831 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,770 | $138,347+243.9% | $184,203+158.3% | $80,856+488.4% |
| Participation rate | 95.3% | 83.9%+11.5pp | 86.8%+8.5pp | 67.6%+27.7pp |
| Annual return | 16.52% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $22,095 | $4,850+355.5% | $6,427+243.8% | $2,755+702.0% |
| Participant deferral / active EE | $19,018 | $7,071+169.0% | $9,131+108.3% | $4,296+342.7% |
| Admin fee / account holder | $148 | $10,483-98.6% | $13,901-98.9% | $6,918-97.9% |