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 | $17,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,563 | $81,900-60.2% | $119,609-72.8% | $68,494-52.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.62% | -23.82%+13.2pp | -14.97%+4.3pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,209 | $2,693-18.0% | $4,232-47.8% | $2,596-14.9% |
| Participant deferral / active EE | $2,767 | $4,148-33.3% | $5,602-50.6% | $4,027-31.3% |
| Admin fee / account holder | $100 | $6,582-98.5% | $10,323-99.0% | $5,403-98.2% |