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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,474 | $95,803+74.8% | $113,168+48.0% | $84,808+97.5% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 14.94% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,458 | $2,360+46.5% | $2,975+16.2% | $2,631+31.4% |
| Participant deferral / active EE | $9,365 | $4,242+120.8% | $5,107+83.4% | $4,212+122.4% |
| Admin fee / account holder | $41 | $8,989-99.5% | $12,068-99.7% | $7,344-99.4% |