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 | $2,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,955 | $79,171-14.2% | $102,423-33.7% | $74,495-8.8% |
| Participation rate | 87.9% | 74.8%+13.1pp | 76.5%+11.4pp | 67.2%+20.7pp |
| Annual return | 14.49% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,312 | $2,362-44.5% | $3,023-56.6% | $2,623-50.0% |
| Participant deferral / active EE | $4,296 | $4,415-2.7% | $5,053-15.0% | $4,346-1.2% |
| Admin fee / account holder | $14 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |