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 LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $9,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,100 | $122,239-41.0% | $184,203-60.9% | $74,495-3.2% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 19.43% | 19.95%-0.5pp | 28.81%-9.4pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $3,529 | $4,537-22.2% | $6,427-45.1% | $2,623+34.5% |
| Participant deferral / active EE | $12,154 | $7,139+70.3% | $9,131+33.1% | $4,346+179.7% |
| Admin fee / account holder | $59 | $1,260-95.3% | $13,901-99.6% | $1,942-97.0% |