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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,235 |
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 | $70,503 | $62,127+13.5% | $81,382-13.4% | $74,495-5.4% |
| Participation rate | 77.2% | 64.0%+13.1pp | 69.5%+7.7pp | 67.2%+10.0pp |
| Annual return | 19.01% | 16.48%+2.5pp | 24.73%-5.7pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $5,205 | $1,882+176.5% | $2,463+111.3% | $2,623+98.4% |
| Participant deferral / active EE | $4,737 | $3,229+46.7% | $3,883+22.0% | $4,346+9.0% |
| Admin fee / account holder | $25 | $1,934-98.7% | $5,768-99.6% | $1,942-98.7% |