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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,982 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,013 | $81,474+55.9% | $133,956-5.2% | $73,488+72.8% |
| Participation rate | 92.5% | 76.4%+16.1pp | 79.8%+12.6pp | 70.7%+21.8pp |
| Annual return | 17.51% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $386 | $2,209-82.5% | $3,919-90.2% | $2,270-83.0% |
| Participant deferral / active EE | $7,039 | $3,786+85.9% | $5,048+39.5% | $3,740+88.2% |
| Admin fee / account holder | $113 | $713-84.2% | $8,927-98.7% | $513-78.0% |