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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,667 | $76,050+142.8% | $96,544+91.3% | $71,457+158.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 76.0%+9.8pp | 67.9%+17.8pp |
| Annual return | 19.31% | 22.81%-3.5pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,281 | $2,244+1.6% | $2,965-23.1% | $2,588-11.8% |
| Participant deferral / active EE | $9,205 | $4,215+118.4% | $4,851+89.8% | $4,289+114.6% |
| Admin fee / account holder | $69 | $2,707-97.4% | $8,252-99.2% | $1,587-95.6% |